Even though I’m at a retired age I’m not retiring!!
Early in my career, my role with clients was to accumulate money for the purpose of retirement.
For retirees it’s now time to de-accumulate and to live happily ever after! But Longevity risk has changed long-term lifestyles and financial solutions.
Retirees biggest concern is outliving their money.
Traditional products are still good but they may not be the best alternative for retirees. I’m very encouraged that our industry is now addressing new alternatives that help us manage the longevity risk while still providing a steady income.
Over the past number of years, I’ve been building a team and surrounding myself with very knowledgeable people. These bright, enthusiastic, young minds tie in with the wisdom of retirees. These team members specialize in areas that clients are concerned or asking about.
I’m proud to announce that we’ve added a new member to our team and it’s our communications department.
Recognizing we could better leverage technology to communicate with you, I’m pleased to introduce you to Wendy Swanston. She owns eTouchServices and going forward you will see emails from me delivered by eTouchServices. The content will continue to offer my thoughts, ideas and information. Having Wendy manage my email communications enables me to securely keep in touch with you. I look forward to bridging our discussions with these emails that I carefully curate with information pertinent to your personal portfolio.
I remain your Captain, your Coach and your Third Man In.
And have no fear – Angie also remains our steadfast and trusted assistant coach!