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Retirement Planning

Retirement Planning

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

 

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

 

That’s where Dillard & Associates come in.

 

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

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Retirement Income Strategies

 

Will I have enough?

 

Life expectancy in the United States is at an all-time high.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.2

 

Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

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ADDRESS

2220 Cluster Oak Drive

Suite F

Clermont, FL 34711

CONTACT

Tel: 352-404-8125

Email:  info@MyWealthAdvisers.com

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"Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 

          

Insurance products are offered through the insurance business Dillard & Associates, LLC. Dillard & Associates Wealth Management is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Dillard & Associates, LLC are not subject to Investment Advisor requirements. AEWM and Dillard & Associates, LLC are not affiliated companies.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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.

 

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income, etc, streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1462032-3/23"

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©2021 by Dillard and Associates LLC. by KeeneIdeasCreative

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