Life Insurance Services of Florida, LLC
FINANCIAL PLANNING
You've spent most of your working life saving money for retirement. Now, it's time to protect that money.
Many people are concerned that they may run out of money during retirement. Fortunately, there are strategies to simultaneously preserve your retirement savings and earn a reasonable return.** Attend one of our educational retirement seminars to learn more, or contact us to set up a one-on-one meeting. We believe that the most important keys to a successful retirement are safety, a reasonable rate of return, and simplicity.** If you’re looking for a financial planner in Hillsborough County, Florida, reach out to us today.
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Learn About
Our 3 Core Principles
Safety First
If you have invested in the stock market, you’ve probably experienced some ups and downs. However, as you approach (or enter) retirement, your priorities are likely to shift. We believe that securing your finances should be your number one priority. So, if you agree, contact us. We can show you options for protecting your money that you may not have considered before.
Reasonable Rate of Return**
Your next priority, after safety, should be to earn interest on your retirement savings. Do you have to sacrifice the potential of earning a reasonable rate of return** if your retirement strategy prioritizes safety? Short answer: No. Some annuities and life insurance policies may provide both of these benefits. These products offer reasonable rates of return** without putting your money at risk in the stock market.
Keep It Simple
Developing a retirement income strategy might be intimidating. However, even with the number of factors and options to consider in order to strategize for retirement, there is still hope for a fairly straightforward strategy. Not only is it possible to streamline your strategy, but we believe that some of the best options out there are simple. You deserve a worry-free retirement, and you won’t get it if you have to spend all of your time worrying about the success of your approach. Thankfully, getting help from a financial planner can help you keep things simple. Contact us to learn more.
We'll Help You
Discover the Keys to a Successful Retirement
To make the right retirement decisions, you should have as much information as possible. Ask yourself: What happens to your money if the stock market crashes? Retirement is approaching, so you’ll need your money soon. If the market falls, you will likely not have enough time to recover your losses. As a result, your priorities have most likely shifted; safety is likely now your top priority.
