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“What knowledge do I have about my finances?”
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“Do I have my independence—and does my adviser?”
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“Is my financial plan customized for me and my family?”
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“Does my financial planner provide excellent service?”
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Avoid These 3 Retirement Income Mistakes
If you’re preparing to retire, you may be spooked by today’s investing environment. That’s pretty understandable when you think about what’s happened in the stock and bond markets over the past 20 years...
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© 2023 Bellue & Associates, Inc.
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor.
Bellue & Associates, Inc. and CreativeOne Securities, LLC are not affiliated.
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. 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 or lifetime income 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.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov