Three planning phases
You Need to shore up your Strategy
At Puget Sound Financial Strategies, we take the time to get to know who you are and what you want.
Here are the three phases that help us develop a thoughtful strategy for your financial life:
We will spend several meetings discovering your needs, goals and wants in retirement.
Our experience with the retirement landscape makes us well suited to develop a strategy that helps you to maximize performance — and minimize risk.
As your retirement gets closer, we will review which income streams to tap, and when. We also will help you plan for the unexpected — and navigate around any potential obstacles.
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Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.