We call this video "The Complete Plan" because it summarizes the series. We outline the necessary components to implement the plan. The Plan minimizes the uncertainty and provides reliability and control in your retirement years. Specifically we discussed documenting appointing and directing a legally responsible individual or individuals to handle if we are not able our affairs. Those affairs include custodial care health care ongoing financial affairs and how you want assets to be distributed after mortality. We discussed the misconceptions and the methods to provide a reliable income stream in retirement. We discussed products available that provide trustworthy guaranteed distributions unlike market investment portfolios that bear the risk of running out of money too soon. We advise the guaranteed income stream at minimum should pay for all of your non-discretionary living expenses. Additionally we identified the likelihood of needing some form of custodial care and how to secure the necessary funding. Retirement plans typically do not address the magnitude of custodial care costs and the pitfalls of running out of funds to meet your custodial care needs. It's hard to project the total amount of custodial care costs in the future for us but we recommend having a plan to pay for at least 5 years and longer if your family is predisposed to Alzheimer or Dementia.
Fortress Brokerage Solutions provides the products and the educated agent network to assist and advise how to diversify your portfolio using commercially available products to provide control reliability and security in your golden years. If you have an advisor we can assist in providing complementing solutions giving the reliability of retirement income streams and the security against the spiraling costs of custodial care. If you don't have an attorney or wish to minimize your initial or ongoing legal costs we provide the control to write your own legally binding document using our vendor Estate Docs Pro. Click the link below to review the program. These are all powerful tools designed to improve optimize and give you control in your retirement years with pride clarity and certainty that money health care needs and end-of-life control needs are all handled.
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fortressbrokerage.com/golden-year www.fortressbrokerage.com/ 678-322-3040 (Consumers)
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