One of Our 3 Core Principles:

Keep It Simple

Simple Retirement Options

With so many retirement options and information out there, planning for retirement can seem daunting.

If you're approaching retirement, you have to decide what to do with your money: Where to put it out of the wide variety of policies and plans.

From there, there are individual types within those broader products and plans. And, the best place for your retirement money may change. For example, as you approach retirement, your risk tolerance likely changes. Accounts that invest your money in the markets might’ve been fine while you were still working. But, you might change your mind about this as you approach retirement. To retire smart and keep your retirement options simple may not sound so easy at all. But, there is hope. A simple retirement strategy is possible. And, we may be able to help you get there.

group of retired friends smiling outside simple retirement options
Keep It Simple

Retirement Options Don't Have to be Complicated

Our team believes that your retirement doesn’t have to be complicated, even with all of the options available. Products like fixed index annuities and life insurance policies can offer safety, reasonable rates of return,** and hopefully, confidence and peace of mind. Employing these products in your retirement strategy might be the right choice for you. But, you should contact us to learn more. It’s our goal at Redelsperger Financial Group to help you make your retirement strategy as simple as possible. While the financial world can be complex, your retirement doesn’t have to be. We provide you with the information and education you need to make the right decision. To achieve a simple, comfortable retirement, you need to understand all of your retirement options to pick the ones you feel good about.

How to Keep It Simple

We work with clients to make sure they fully understand all their options. Clients are often unclear as to how their retirement strategy actually works. But ultimately, we believe a strategy you fully understand is the best strategy for you. Not only is a more complicated strategy not better for you, we believe some of the best strategies are simple ones. Every year, we meet with clients to review their situation. We look over their retirement accounts, help answer questions, and offer alternative options. We can work with you to help you hopefully make the best decisions. You deserve a simple and clear retirement strategy.