The financial professionals of McCain & Associates can help you achieve Financial Freedom through their Five R’s of Retirement:
Review: Taking the time to review your financial portfolio annually is crucial to preventing avoidable financial hardships during your retirement years. McCain & Associates can assist you with an inclusive review of your current financial standing and provide insight as to how you can recover from an under planned retirement.
Reflect: Checking that your risk tolerance mirrors your retirement goals is essential to a strong and stable retirement plan. McCain & Associates can help you reduce your risk to meet your financial objectives, ultimately, helping your money last your lifetime.
Reallocate: Transitioning into retirement can be a complicated step in life; McCain & Associates can help you reallocate your assets in the most tax efficient manner, and set up a distribution plan for drawing an income from your retirement savings.
Resolve: Preservation of your estate can have a significant impact on your loved ones, resolve your estate and legacy preservation plan today and let McCain & Associates help you preserve and protect your assets should something unexpected happen to you or your loved ones.
Relax: Planning for your retirement is only half of the battle; McCain & Associates can help you review your retirement and estate preservation plan each year, keep you informed on any legal, regulation or economic changes that may impact your financial wellbeing, and strategize on how to keep your plan on track with your financial goals, helping you gain and retain your Financial Freedom.
A Relaxing Retirement, The Only Thing Missing Is You
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 888-861-9993