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The Ideal Retirement Plan
A 5-Phase Financial Strategy designed to help retirees and near retirees…
- Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to grow your nest egg
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies’
FREE TEMPLATE DOWNLOAD
The Ideal Retirement Plan
A 5-Phase Financial Strategy designed to help retirees and near retirees…
- Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to grow your nest egg
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies’
Penny A.
Penny (a 60 year old retired nurse) had lost $300,000 in the 2008 Stock Market Crash. Her life savings had gone from $900,000 down to $610,000 simply because the strategy she’d been shown by her previous advisor left her overexposed to stock market volatility.
She needed $2,000 a month of extra income, but didn’t know how to do that AND leave some money to her children. By using the System she was able to generate $2,123 of monthly income, that will rise to over $3,000 a month over the next ten years*… And allow her to leave an estimated $610,000 to her children when the time comes.**
In This Free Download, I’ll Show You…
The 8 Crucial Questions
If you are in the position of being retired or nearing retirement, there is a list of 8 Crucial Questions for you to consider when choosing a financial advisor and retirement plan. Specifically, if you can not answer “YES” to EVERY question on this list then my Ideal Retirement Plan could add crucial weight to your financial security and retirement planning.
The 5 Foundational Financial Pillars
Most financial strategies are good at either “Growing” your nest egg OR creating “Income” for you to live off…
But NOT both…
The first step to financial security in retirement is to understand the 5 Financial Buckets that allow you to generate the income you need AND the growth you require to keep your nest egg intact.
Tax-Free Growth and Income For Retirement
Taxes can have a big impact on your retirement savings. IRA/ 401k / 403b plans can add significant taxations to your retirement. Many retirees are shocked by the impact of taxes.
If you’re a high income earner or have grown a reasonable nest egg there are strategies we can use to reduce your tax liability. By managing and maneuvering through the tax code you can potentially save yourself tens, if not hundreds, of thousands of dollars in taxes. That’s money in your pocket for you to use, rather than unnecessarily sent off to Uncle Sam.
The Ideal Retirement Plan
The Ideal Retirement Plan is a specific and detailed strategy designed to give you peace of mind during retirement. The strategy works by putting a plan in place to ensure you have enough income to live, your investments are well planned to reduce costs of your investments, reduce the risk of portfolio WHILE increasing the opportunity for growth.
AND you keep as much in your own pocket as possible by reducing your tax liability.
So you can achieve results like these…
Ed W.
Ed (a 66 year old retired industrial salesman) wanted to utilize the proceeds of a recent real estate sale.
He needed a supplemental $1,000 of extra retirement income.
He wanted to grow his investment while producing income… So he could leave money to his kids and grandkids… But was fearful of the stock market.
The system helped him to generate the $1,000 of extra income he needed… And have it grow to $1,585 over 10 years.*
At the same time, his buckets were set up to allow him to grow his initial $340,000 investment into a $500,000 nest egg he could leave to the kids and grandkids.**
Norman L.
As a result, he was trying to use the $1,000 from the 2.5% fixed income option of his 403b account to live off.
He desperately needed another $800 per month of income to live comfortably… But was worried that if he started withdrawing more income, he would deplete his principal and run out of money.
The system helped Norman generate the $1,827 per month he needed to live....*and was structured in a way that allowed it to grow to $2,872 per month over the next 10 years... while keeping most of his nest egg intact.**
Ed W.
Ed (a 66 year old retired industrial salesman) wanted to utilize the proceeds of a recent real estate sale.
He needed a supplemental $1,000 of extra retirement income.
He wanted to grow his investment while producing income… So he could leave money to his kids and grandkids… But was fearful of the stock market.
The system helped him to generate the $1,000 of extra income he needed… And have it grow to $1,585 over 10 years.*
At the same time, his buckets were set up to allow him to grow his initial $340,000 investment into a $500,000 nest egg he could leave to the kids and grandkids.**
Norman L.
As a result, he was trying to use the $1,000 from the 2.5% fixed income option of his 403b account to live off.
He desperately needed another $800 per month of income to live comfortably… But was worried that if he started withdrawing more income, he would deplete his principal and run out of money.
The system helped Norman generate the $1,827 per month he needed to live....*and was structured in a way that allowed it to grow to $2,872 per month over the next 10 years... while keeping most of his nest egg intact.**
Hi, I’m Jorge Gonzalez...
Hi, I’m Jorge Gonzalez
...owner of Synergy Financial Strategies. We help those who are retired or nearing retirement create financial security and peace of mind throughout their retirement years.
We do this with my Ideal Retirement Plan that is delivered throughout the country from our financial planning practice in Pembroke Pines, FL.
The Ideal Retirement Plan is a specific and detailed strategy that gives you predictable income for life. Income that grows over time, without depleting your nest egg, as best as possible.
The Ideal Retirement Plan is a specific and detailed strategy that’s designed to help you…
Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to reduce your costs and risk while increasing your returns
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax favored cash flow strategies’
A Better Plan Is Just A Click Away…
Investment advisory services offered only by duly registered individuals through AE Wealth Management LLC (AEWM). AEWM and Synergy Financial Strategies are not affiliated companies. Synergy Financial Strategies is not affiliated with any state or local government agency, including the Florida Retirement System. Neither Synergy Financial Strategies nor its representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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