Retirement Planning
Secure your future with smart retirement planning. Build wealth, maximize savings, and enjoy financial freedom in your golden years.
Retirement Planning
The Cost of Tomorrow
50%
loss requires a 100% gain just to recover your investment.
55%
drop in the S&P 500® Index during the 2007-2009 bear market required a 123% gain to break even.
$3T
in retirement savings wiped out this year due to the stock market's decline.
Retirement planning ensures you have the financial security to enjoy life after work, giving you the freedom to pursue your passions without worry. By saving and investing wisely, you can cover essential expenses, maintain your lifestyle, and even leave a legacy for loved ones. With the right strategy, retirement becomes a time of opportunity, not uncertainty.
What is Retirement Planning?
Explore
Is Your Retirement Plan Tackling These 6 Components?
Ensure a secure future by addressing key factors that protect your income, health, and lifestyle. Take control and optimize your retirement strategy
Longevity
Do you have guaranteed income for life?
Taxes
Is the majority if your retirement going to be taxed?
Liquidity
Do you have access to assets to meet life's unexpected financial needs?
Mortality
If you, your spouse, or head of household pass away, is there a plan in place for the family?
Inflation
Is your retirement hedging against the reduction in real purchasing power as the result of increasing cost of living?
Market
How much of your retirement is at risk for loss during market fluctuations?
Market
How much of your retirement is at risk for loss during market fluctuations?
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G.A.I.N. Explained
Empower Your Future
Watch this video now!
GAIN
The Plan Ahead
Do you want to G.A.I.N. in Retirement?
G
A
I
N
With indexed retirement plans your money is mirroring the stock market so you have access to the gains and you NEVER lose money when the market crashes.
Never lose money during market corrections! While other financial products in the stock market, you risk loss. Diversity and keep some of your money in risk-free accounts.
You have penalty free access annually while your money is growing and protected.
There's one product in the retirement world that can provide you a guaranteed income stream for the rest of your life. Never worry about running out of money in retirement!
Yes
No
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see if you qualify!
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Our Clients, Our Promise
Testimonials
Daniella
Engineer
I trust Lailah and that she will look out for the client and make sure they get the right insurance for their needs.
Christopher
Software Developer
Life insurance is simply part of financial planning and one of the most important parts. Lailah made it simple to understand and to find the right product for my wife and myself.
Kristen
Stay at Home Mom
It's important for me to have peace of mind that if anything happened to my husband or me, our family would be okay. Lailah took her time to help us understand the different types of life insurance so could make an informed decision.
Services
More ways we can assist you
Secure your future with a well-planned retirement strategy, combining savings, investments, and pensions to ensure financial independence when you stop working.
Maximize your retirement income by leveraging tax-advantaged accounts like Roth IRAs or specific life insurance plans, allowing you to enjoy a tax-free financial future.
Look into group life insurance plans for business owners and their employees.