At McKenzie Financial Group, when it comes to retirement financial planning, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with a McKenzie Financial Group financial advisor, you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use them as a renewable source of income for retirement.
As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals. Our retirement planning services include strategies that can help you:
- Generate steady income in retirement
- Minimize your exposure to market risk
- Maximize your tax savings
What Are the Best Retirement Investment Plans?
Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement. In our experience, the best way to avoid that risk is to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings so you can use it as a source of ongoing income.
Understand, this doesn’t mean that you can’t remain invested in the stock market once you near retirement. But with our expertise in actively managed income strategies, we can potentially help you stay in the market with less risk by shifting your strategic investment focus from capital gains to stock dividends.
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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to
https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.