Retirement Planning

Every retiree needs a plan for creating and sustaining income.

After working so hard for so long, you shouldn’t have to worry about where your income is coming from in retirement. That’s why it’s key for retirees to consider and create a retirement plan which accounts for their particular needs, addresses the goals they want to set for their retirement, and lays out the path for supporting the future they want. Creating a solid, long-term plan for your retirement helps alleviate these concerns, as well as provides for your future now so you aren’t thinking about it later.

 

New Perspective Financial Solutions provides many retirement planning services to help you meet your goals and overcome your worries. Our retirement income plans cover a wide range of situations and approaches, making sure to account for what you want out of your retirement.

Retirement Income Plans

  • Equal: Not just for the wealthy.
  • Prepared: The goal is a more worry-free retirement.
  • Varied: An array of options at your disposal.
  • Personal: Design a plan with you in mind.
We create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

Our retirement planners assess your current and future income to build the budget that best suits you and your family. Once we understand your income needs, we design a custom plan identifying your risk guidelines and investment objectives.

From Now to 100

Our plans cover hypothetical scenarios you might expect from now until your retirement date, then year by year until age 100. Knowing the plan and how to stay on the path gives our clients added confidence in their retirement.

 

Once the plan is in place, we meet quarterly with you to review and make changes if necessary.

Annuity Stress Test

  • Act Informed: Don’t buy an annuity without a stress test.
  • Build Value: Your fees, value, and growth potential matters.
  • Choose Confidently: Find the best annuity for you.

Have you ever stress-tested your annuities? An annuity stress test can help you better understand what you’re paying in fees, if you’re getting value, the type of growth you need, and your potential future growth.

Our tools break down the complex details of your current policy. We can walk you through the pros and cons to help you better understand things like mortality and expense fees and riders. Once the stress test is completed, one of our retirement income planners can help you understand your options.

Annuity Stress Test

  • Act Informed: Don’t buy an annuity without a stress test.
  • Build Value: Your fees, value, and growth potential matters.
  • Choose Confidently: Find the best annuity for you.

Have you ever stress-tested your annuities? An annuity stress test can help you better understand what you’re paying in fees, if you’re getting value, the type of growth you need, and your potential future growth.

Our tools break down the complex details of your current policy. We can walk you through the pros and cons to help you better understand things like mortality and expense fees and riders. Once the stress test is completed, one of our retirement income planners can help you understand your options.

Retirement Income & Financial Planning in Maryland

To talk more with our team about income in retirement and to download your copy of Milestones to Retirement, fill out the form below.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Contact

Office: (202) 790-3786

Fax: (301) 968-4067

info@newperspectivefs.com

Hyattsville Office

8201 Corporate Dr.

Suite 1135

Hyattsville, Maryland 20785

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Insurance products are offered through the insurance business New Perspective Financial Solutions. New Perspective Financial Solutions is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by New Perspective Financial Solutions are not subject to Investment Advisor requirements.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

 

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

 

Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard ® does not offer advice or enter into fiduciary relationships.  

 

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