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James F. Brown, Financial Strategist
Serving Our Clients Since 2003
As a retiree, you want to accumulate wealth, in order to take care of your continual needs - for all of retirement and pass on as much as possible to your intended heirs.
Through the following three strategies, you are able to accumulate wealth, while at the same time passing on as much to your intended heirs.
1. Annuitization: This is the process of projecting how long you will live and then justifying how much you can take out – without outliving your income.
2. Tiering: This is the process of setting aside money for income now and income later – always replacing what you spent.
3. 4-Ever Pay: This is the process of receiving a guaranteed income for your lifetime.
These strategies could greatly improve your lifestyle, contact us and find out for yourself.
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