Our Three Core Principles
Pinnacle Financial Partners believes that a successful retirement income strategy is based on three primary guiding principles:
Safety First
Protecting your principal is our top priority. Your retirement income should last throughout your life. The most important part of this is keeping it safe. You may have felt more at ease with risk when you were working. However, as you enter retirement, your savings will soon be your only source of income. As a result, you should look for a location where it will remain protected*, even if the stock market drops.
Reasonable Rate of Return**
In addition to protecting your money, having a reasonable rate of return** is critical to ensuring that you do not run out of money after retiring. No one wants to run out of money and be forced to return to work to support themselves, especially considering you may not be able to return to work by that point. What if we told you there are products that earn a reasonable rate of return** on your money, based on the growth of a market index, while also ensuring* safety, as opposed to simply investing in the stock market?
Keep It Simple
Your retirement income strategy should not be overly complicated. You should be able to retire comfortably and confidently, without constantly worrying about whether your strategy is working. We are here to help you fully understand your options. You deserve to know exactly where your money is.
We believe you do not need to choose between these three values. It is possible to combine safety, a reasonable rate of return,** and simplicity within one retirement income strategy. If you’re interested in options that can help you do just that, reach out to us. Register for an event or set up a one-on-one meeting with us to discuss your situation, what we do, and how we can assist you.