I hope all is well and you are having a wonderful summer. As EWS looks ahead to the autumn planning months, I wanted to share some exciting services we are now offering to better serve our clients.
Since the market crash of 2008, I have noticed a sharp increase in clients concerned about whether they will outlive their income in Retirement. Uncertainty surrounding the future direction of the markets, negative interest rates, the Middle East, South China Sea, Brexit, the threat of higher taxes, inflation, health care costs and longevity risks has many Americans searching for answers.
These concerns have led me to refocus on safe secure ways to solve for your retirement income need. While we have not abandoned market investments and as a long term strategy for growth, research shows the wisdom of first securing your retirement income streams.
I now have an easy way to map out your entire retirement income on one easy to read page. We are able to clearly illustrate how each guaranteed source of income (Social Security, Pensions, etc.) will interact under varying life circumstances - such as layoff, loss of pension, or the death of a spouse.
I truly value our relationship and would like to personalize an “Income for Life” report for you. If you’d like that, let me know.
President & Founder
Financial Planner and Investment Advisor Rep
EWS is a Fiduciary Registered Investment Advisor and Financial Planning Firm. Member FINRA. Everett & Associates, Inc. is an Insurance Brokerage Agency for Life, Health, Annuities, Disability, Long Term Care, Property and Casualty.