Have Market Losses Caused You to Become a Constrained Investor®?

 

Is it time to be cautious about the future planning of your retirement income?

 

You need to carefully redesign your strategy for monthly income. Why? Your total savings amount isn't high enough relative to the income you expect or need to generate. This means less margin for error. You should try to manage The 3 Big Risks™.

 

  • To help mitigate longevity risk, your income strategy should include a measure of lifetime guaranteed income.

  • To plan for the impact of rising prices, your strategy should expose an appropriate amount of savings to equity investments. Seek investments with low fees and expenses.

  • You will benefit from a formal, written plan describing your income strategy.

  • Ask us for a Personalized Analysis of The Income for Life Model®, an investing strategy developed for Constrained Investors like you.

 Are You a Constrained Investor®?

If you are a Constrained Investor, you'll want to be cautious about the strategy you use to create your monthly income. Consider The Income for Life Model®.

 

It's an investment strategy with the objective of creating inflation-adjusted income for life. Ask for a Personalized Analysis.

Watch the movie. Learn what a Constrained Investor is.

*Kovack Securities/Kovack Advisors, Inc. are not affiliated with Wealth 2K

If You're a Constrained Investor®

Time to be cautious about planning your retirement income.

 

You need to carefully design your strategy for monthly income. Why? Your total savings amount isn't high relative to the income you expect to generate. This means less margin for error. You should try to manage The 3 Big Risks™.

 

  • To help mitigate longevity risk, your income strategy should include a measure of lifetime guaranteed income. A straightforward income annuity will help.

  • To plan for the impact of rising prices, your strategy should expose an appropriate amount of savings to equity investments. Seek investments with low fees and expenses.

  • You will benefit from a formal, written plan describing your income strategy.

  • Ask us for a Personalized Analysis of The Income for Life Model®, an investing strategy developed for Constrained Investors like you.

*Kovack Securities/Kovack Advisors, Inc. are not affiliated with Wealth 2K

Next Steps

Learn about The Income for Life Model by watching the movie to the left.

"What's My Income?™"

 

Request a Personalized Analysis. It describes your personal plan for creating retirement income.

We specialize in helping people plan for retirement security. Please enter your email address to request a Personalized Analysis of The Income for Life Model®.

Request Your Free  Personalized Analysis of The Income for Life Model®.

Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.