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Better Retirement Solutions LLC

816-587-5858816-392-4897

dan@betterretirementsolutions.netHelping Boomers Safely Secure Their Retirement Income Streams

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Good NewsToday, many people are living longer than ever before. That

means that some folks may live 20, 30 or even 40 years in retirement.

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Introduction

We are here to help you identify potential problems surrounding your retirement.

Whether you are just beginning to plan, nearing retirement, or are already retired, we can help you project a picture of what your financial future may look like.

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Bad News Unfortunately, many people don’t know what it will take to survive

financially throughout retirement. The main concern is… “will we outlive our money?”

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Good News We can help you project a picture of what your retirement years

may look like!

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Lump Sum Illusion*

The Lump Sum Illusion occurs when a person feels comfortable with a large balance in their retirement portfolio, but has not analyzed how long it will last.

How much money you may accumulate at retirement is an important piece of the puzzle but by itself it doesn’t mean as much as you think.

* Source: Olivia Mitchell, Wharton professor of insurance and risk management

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ExampleMike & Tina are 59 & 56. Mike earns $66,000 per year and Tina earns $50,400.Both would like to retire 10 years from now.Total liquid assets for retirement = $395,108.Monthly budget equals $5,100.Rate of return 4%.

This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

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Outcome

This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

A financial short-fall may be just around the corner!

Based on their spending habits and their sources of income such as Retirement Accounts, Social Security and Pensions and using reasonable projections in a detailed analysis…….

The software points out potential problems occurring 13 years into retirement!

Astro #16501This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

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What Might Your Financial Future

Look Like?

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We Can Help Answer the Following Questions

Can I continue my present standard of living into my retirement years?

When can I retire without running out of money?

How could my situation change during turbulent economic times?

How would it affect my family if I die prematurely?

How would it affect my family if I enter a nursing facility?

What are the possible solutions if my situation changes?

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3 Simple Steps We will gather data and discuss and decide on

conservative estimates specific to your personal situation.

We will provide you with a personalized analysis.

We will be there to help guide you anytime questions or concerns may arise now and into the future.

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Will You Have Enough?

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Make Sure You Do……

We can help You alleviate Your Red Line

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ConclusionWe can help you project what your financial future may look like. Our personalized report can show areas of concern and we can make suggestions which may help you attain your goals of a more secure financial future.

We offer this Valuable Analysis to you Free of Charge!

It is important to understand that actual results may vary greatly from the projections in the tool if estimates such as rates of return are inaccurate.