3 Step Smart Money Process

The synergy of liquidity, retirement income, & growth coalesce into unparalleled financial efficiency, ensuring your future is as prosperous as it is secure.
👇Hear from our Owner on the power of Smart Money Process 👇
Each of these factors play a key role in creating a well rounded and balanced plan.

Step 1 - Liquidity

Access to Funds: Retirement liquidity refers to the ability to readily access and use the money you've saved for retirement when needed, ensuring financial flexibility during your post-working years.

Emergency Situations: Having retirement liquidity allows you to handle unexpected expenses or emergencies without resorting to penalties or selling long-term investments prematurely, maintaining your financial stability.

Maintaining Lifestyle: Retirement liquidity enables you to sustain your desired lifestyle by providing the means to cover day-to-day expenses and fulfill aspirations without being constrained by illiquid assets.

Step 2 - Retirement Income

Pensions: Pensions offer a form of lifetime income provided by an employer or a pension fund, ensuring retirees receive regular payments even after they stop working, contributing to a consistent standard of living.

Social Security: Social Security provides a government-backed lifetime income stream to eligible individuals, acting as a safety net for retirees by offering a predictable income source that's adjusted for inflation over time.

Annuity Lifetime Income: Annuities are financial products that allow individuals to convert a lump sum of money into a guaranteed stream of income for life, protecting against the risk of outliving savings and offering customizable options to meet specific financial needs.

Step 3 - Growth

Inflation Protection: The growth of assets during retirement is crucial to counter the impact of inflation, as the cost of living tends to rise over time; growing assets help ensure that your purchasing power remains intact throughout your retirement years.

Sustaining Lifestyle: As retirees may spend decades in retirement, the growth of assets ensures that you have the financial means to maintain your desired lifestyle, cover healthcare expenses, and engage in enjoyable activities without constantly depleting your savings.

Legacy and Flexibility: Growing assets in retirement not only supports your own financial needs but also provides the potential to leave a legacy for your loved ones or support charitable causes, offering you more flexibility and options for how you allocate your resources.

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King Retirement Solutions

gw.king@kingretirementsolutions.com

(970) 260-8781

4096 Dragon St. | North Port FL | 34288 | United States

Investment advisory and related services are offered by King Retirement Solutions, LLC a Registered Investment Adviser in the State of Florida and Colorado. This website is only intended for clients and interested investors residing in the State of Florida, Colorado and in other jurisdictions where exempted. Contact GW King at 970-260-8781 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. This website and information are provided for guidance and information purposes only. This website and information are not intended to provide investment, tax, or legal advice. Past performance is no guarantee of future results. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of King Retirement Solutions, LLC. King Retirement Solutions, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20459 - 2020/10/1ing

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