Retirees

Retirees
December 12, 2018

Retirees

Reaching retirement is an important milestone in anyone’s life and having the financial security needed to enjoy it has never been more important. At Anchor Financial Group, we are committed to ensuring retirees have the resources needed to make the most of this exciting life change. It is important to remember that you will likely live longer than you may realize and your retirement plan should account for this. For this reason, carefully inspecting your retirement plan will ensure you make the most of the experience.

In most cases, retirees will want to ensure they have generated enough income to make sure their principle is never touched.However, it is not uncommon to find that even with what seemed like proper planning, you will still increase the probability of eating into those necessary funds. To account for this, you will often find that retirees have invested in low-yield, short-term investments like money market accounts, savings accounts, checking accounts or treasury bills. These options will often provide a false sense of security because they seem like sound investments.

At Anchor Financial Group, we believe that your capital should be strong enough to outlive you and not the other way around. For this reason, we provide our retiree clients with the most well rounded financial plans possible to ensure they are able to enjoy their retirement without unneeded financial stress. More often than not, that means ensuring your current financial assets are working in your favor as soon as possible while still ensuring you have the funds not only needed to sustain your lifestyle but account for unforeseen medical issues or long-term care that may be needed.

At Anchor Financial Group, we believe that your capital should be strong enough to outlive you and not the other way around. For this reason, we provide our retiree clients with the most well rounded financial plans possible to ensure they are able to enjoy their retirement without unneeded financial stress. More often than not, that means ensuring your current financial assets are working in your favor as soon as possible while still ensuring you have the funds not only needed to sustain your lifestyle but account for unforeseen medical issues or long-term care that may be needed.

Ready to Get Started?

If you are ready to focus on your financial planning, the Tulsa financial planning experts at Anchor Financial Group are ready to assist you. As a Veteran-owned brokerage firm, we always look out for the best interest of our clients. Please call us at (918) 591-2880 to get started or Contact Us and a friendly member of our staff will reach out to you promptly. We look forward to assisting you in achieving your financial goals in Tulsa.

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