LIFETIME INCOME

At Bulwark Capital, we want to help you go from retirement hoping to retirement planning. Longer life spans and the changing definition of what type of lifestyles retirees want to experience add to the importance of developing a strategy to generate income that can last you for the rest of your life.

Having a lifetime-income strategy and plan can help ensure you have the financial resources to navigate through a series of risks you could face during retirement. These may include inflation, market volatility, health care costs and other unexpected expenses. Our initial risk review is a great way to discover where your portfolio may have unnecessary exposure to financial risk and get an assessment of where you’re at on your retirement road map.

LIFETIME INCOME

At Bulwark Capital, we want to help you go from retirement hoping to retirement planning. Longer life spans and the changing definition of what type of lifestyles retirees want to experience add to the importance of developing a strategy to generate income that can last you for the rest of your life.

Having a lifetime-income strategy and plan can help ensure you have the financial resources to navigate through a series of risks you could face during retirement. These may include inflation, market volatility, health care costs and other unexpected expenses. Our initial risk review is a great way to discover where your portfolio may have unnecessary exposure to financial risk and get an assessment of where you’re at on your retirement road map.

HEALTH CARE/
LONG-TERM CARE

About 19% of clients’ number one concern about unexpected events later in retirement (after 10 years) was having to move out of their home to live in assisted care, according to a survey by the American Institute of Certified Public Accountants. So adding in health-care and long-term care (LTC) costs to any financial planning and retirement conversation makes sense. Along with inflation, market risk and longevity risk, planning for unexpected expenses for assisted living or nursing home care is a critical part of the budgeting and analysis that go into coming up with an income plan. There are insurance solutions available to offset the potential costs of LTC. Newer features of annuity products, for example, offer riders and extension of benefits for a range of long-term care needs.

HEALTH CARE/
LONG-TERM CARE

About 19% of clients’ number one concern about unexpected events later in retirement (after 10 years) was having to move out of their home to live in assisted care, according to a survey by the American Institute of Certified Public Accountants. So adding in health-care and long-term care (LTC) costs to any financial planning and retirement conversation makes sense. Along with inflation, market risk and longevity risk, planning for unexpected expenses for assisted living or nursing home care is a critical part of the budgeting and analysis that go into coming up with an income plan. There are insurance solutions available to offset the potential costs of LTC. Newer features of annuity products, for example, offer riders and extension of benefits for a range of long-term care needs.

HEALTH CARE/
LONG-TERM CARE

About 19% of clients’ number one concern about unexpected events later in retirement (after 10 years) was having to move out of their home to live in assisted care, according to a survey by the American Institute of Certified Public Accountants. So adding in health-care and long-term care (LTC) costs to any financial planning and retirement conversation makes sense. Along with inflation, market risk and longevity risk, planning for unexpected expenses for assisted living or nursing home care is a critical part of the budgeting and analysis that go into coming up with an income plan. There are insurance solutions available to offset the potential costs of LTC. Newer features of annuity products, for example, offer riders and extension of benefits for a range of long-term care needs.

HEALTH CARE/
LONG-TERM CARE

About 19% of clients’ number one concern about unexpected events later in retirement (after 10 years) was having to move out of their home to live in assisted care, according to a survey by the American Institute of Certified Public Accountants. So adding in health-care and long-term care (LTC) costs to any financial planning and retirement conversation makes sense. Along with inflation, market risk and longevity risk, planning for unexpected expenses for assisted living or nursing home care is a critical part of the budgeting and analysis that go into coming up with an income plan. There are insurance solutions available to offset the potential costs of LTC. Newer features of annuity products, for example, offer riders and extension of benefits for a range of long-term care needs.

ESTATE PROTECTION

Another important element of retirement planning involves transferring your assets in a tax-efficient way so your beneficiaries’ financial security is ensured. We can help you plan now so your legacy and charitable goals are carried out according to your wishes. A well-structured estate or charitable plan can protect your legacy for the next generation and benefit those causes you care about. Planning now will help minimize the taxes and other expenses your estate may have to pay once those assets are transferred.

ESTATE PROTECTION

Another important element of retirement planning involves transferring your assets in a tax-efficient way so your beneficiaries’ financial security is ensured. We can help you plan now so your legacy and charitable goals are carried out according to your wishes. A well-structured estate or charitable plan can protect your legacy for the next generation and benefit those causes you care about. Planning now will help minimize the taxes and other expenses your estate may have to pay once those assets are transferred.

Limit risk without limiting the upside.

Let Us Show You How