In today’s financial environment, investors are looking for safety and security but also need a rate of return that keeps pace with inflation and helps meet retirement income goals. At SFA, LLC, we will provide a no-cost no obligation Income Projection to help retirees or those approaching retirement determine what investments can help achieve income goals. We focus on developing strategies that will help protect the wealth you have accumulated without taking unnecessary risks.
Usually, an appropriate asset allocation in retirement will include fixed income vehicles such as annuities or bonds, some stock market exposure for assets not needed until the future, and exposure to real estate investments such as REIT’s or rental properties. In order to best determine the blend that is right for you and your goals, we recommend that you consider coming in and having a no-cost no obligation Income Projection completed.