Why Choose Us
Build it.
Use It.
Pass it On.
As Retirement Income Specialists, the Retirement Security Group will help you transition through life's turning points - from building assets, to using them to fund a long-term retirement, to leaving a legacy for your loved ones. For financial strategies that can help you build it, use it, and pass it on, turn to Retirement Security Group.
Are you prepared for life's financial turning points?
Retirement has changed - and so has your role in preparing for it. The erosion of traditional sources of retirement income - pensions and Social Security - coupled with a longer life expectancy (and potentially more years in retirement) places a greater responsibility on you to provide the funding for the lifestyle you want.
And with this new responsibility comes new concerns: the effects of a volatile market on your accumulated assets and the potential impact of inflation on your future purchasing power.
So as you move through life's financial turning points- from building assets, to using them to fund a long-term retirement, to passing on a legacy to your loved ones - meeting your financial goals requires more planning and commitment than ever before.
Build It.
Use It.
Pass it on.
Most Financial advisors focus on only the accumulation phase of planning using buy & hold strategies that simply have not worked in the last decade! If these were your retirement years & you were drawing income off these investments you could be in real trouble if the markets don't improve.
Today, managing money is all about managing your risk. The prudent investor transfers market risk & longevity risk to the investment company that holds their account.
Specializing in Retirement Income Planning
and Wealth Preservation.
Copyright © 2011 RSG Retirement Security Group. All Rights Reserved. Securities and Advisor Services offered through Silver Oak Securities, Inc.Member FINRA/SIPC
Disclosures necessary to provide investors with a sound basis to evaluate Retirement Security Group presentations:
*Guarantees apply to certain insurance and annuity products, including optional benefits (not securities, variable or investment advisory products) and are subject to product terms, exclusions and limitations.
*Investments that offer principal protection may carry limitations such as minimum holding periods or age restrictions.
*Guarantees associated with certain investment products may only be available for an additional cost.
*Investing involves risks, including the potential for principal loss and there can be no guarantee the strategies offered will achieve their intended objective.
*Investment Performance is Not Guaranteed
*Variable Annuities are long-term investments designed for retirement purposes. Variable Annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in variable annuity products will meet the stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value, even when an optional protection benefit rider is elected. All product guarantees, including optional benefits, are based on the claims-paying ability and financial strength of the issuing insurance company.
*Withdraws from variable annuities are subject to income taxes and withdraws prior to age 59 1/2 may be subject to a 10% tax penalty.
*Investment products and strategies carry risks and there can be no guarantee the strategies promoted will be successful or provide adequate retirement income.
