You've enjoyed a long and successful career and you have built up what you thought was enough money to fund your retirement, but with the potential for inflation to eat into your purchasing power, coupled with the challenge of coordinating retirement income sources, you're beginning to worry that you may outlive your money. The problem is the strategies that you used to build wealth while you were still working, may not serve you as well when you begin to draw on those resources in retirement.
At Blake Wealth Management, our SIMPLY RETIREMENT Roadmap™ can help you evaluate those strategies and make sure you have a dependable, steady stream of income in retirement. We'll help you assess all your holdings; 401k, pensions, stock options to see if there are alternatives that may better suit your retirement needs. We'll also look at the tax ramifications, establish new accounts where needed and create a withdrawal strategy that you can have confidence in. With careful planning, you'll never have to worry about outliving your money, and you'll be free to enjoy a stress-free retirement.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Blake Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.