One of Our

Three Core Principles:

Keep It Simple

Simplicity In Retirement

Simple Retirement Options

With so many options out there, creating a simple and straightforward retirement strategy might not seem possible. You have a lot of decisions to make. Where will you put your money? Is that the best place for it long-term?

Do you know about all the fees and possible risks of these accounts?

Simple is (Often) Better

As you near retirement, you might begin to see just how many different options there are available to you. This can be overwhelming. If you ask us, a strategy that leads you to constantly be worried about if it’s still working and what could go wrong is one of the worst things you can have. We believe that, in general, the simpler your retirement strategy is, the better. If you waste all your time worrying about finances in retirement, are you really even retired? We don’t think so. Simplicity is key.

Products like fixed indexed annuities (FIAs) and indexed universal life insurance may provide you with a guarantee* of safety, reasonable rates of return,** and this element of simplicity.

couple smiling while driving in convertible simple retirement options
rear view of grandparents walking down path with their grandkids simple retirement options

Simple Retirement Options

As retirement draws near, many people will take a second look at their accounts. Your future lifestyle depends on how your financial strategy holds up. If you’re like many retirees, you might feel uneasy about your current accounts. This is because your risk tolerance has now changed. And this worry isn’t unfounded. What could happen to your retirement accounts during a market downturn? You might be looking for more stability going forward.

If you have questions about how you can do this, give us a call. We do what we can to make sure you fully understand simple retirement options. A retirement strategy that you understand in full is, if you ask us, the best strategy for you.

We're Here to Help

Interested in learning more about simple retirement options? Reach out to Mitchell Financial. Reach out to us to schedule a no-obligation meeting, or attend one of our dinner seminar presentations.

We look forward to meeting you.