Do You Have Concerns About Retirement?

As we near retirement years, the more we need to adapt on the conservate growth approach on our retirement savings.  Know your options! 

Let us assess your current retirement situation and see if we can help!

Did you know that if you had a 40% market loss that you will need a 67% market gain in a year just to break even!

SEE EXAMPLE

Contact me today to see what options are available to you than can offer upside potential with downside protection from market losses!

Lea Cruz (951) 544-7693 Lea.cruz@excelcollegeandretirementplanning.com

27201 Puerta Real Suite 300
Mission Viejo, CA 92691
CA Lic # 0G17530

It’s advisable to keep 2-6 months in reserves for the rainy days, but do you find yourself keeping more than that in your savings, money market, CDs accounts because you’re afraid to take market risk in order to get a better return on your dollars?

With inflation at an all time high, plus taxes, you’re actually losing money!

SEE EXAMPLE

Worried about taxes during retirement years?  Ask me how you can start building a tax-free income plan today to help you control income taxes you pay when you retire!