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RETIREMENT STATISTICS

 

According to a study by the U.S. Department of Health and Human Services, for every 100 people starting their working careers, the following situation is likely to exist when they finally reach their retirement at age 65:

 

bullet

Will be dead

bullet

Will have annual incomes under $4,000

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Will have annual incomes between $4,000 and $26,000

bullet

The median income of this group will be $6,100)

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Will have annual incomes of over $26,000

 

IT IS A PARADOX THAT IN THE WORLD’S RICHEST NATION,

MILLIONS OF PEOPLE LIVE IN POVERTY.  

 

                                    THESE PEOPLE DID NOT PLAN TO FAIL

                                 THEY SIMPLY FAILED TO PLAN!

The Challenge

According to the Social Security Administration, today's retirees can only count on corporate pensions and Social Security for 61% of their income at retirement. The remainder must come from other sources - personal savings and earned income. If the same holds true in the future, you may need to accumulate enough in personal savings to make up a 39% shortfall in your retirement income. Your challenge is ... how to close this gap?

 

Retirement Planning Analysis

A detailed analysis will allow you to prepare for retirement given the inadequacy and uncertainty of Social Security and employer plan benefits. A comfortable retirement is an important goal; Personal Retirement Planning Analysis will allow you to work toward achieving it.

 

 

Key Benefits

bulletPeace of mind from planning to be financially secure
bulletEnjoyment of financial rewards
bulletPlanning for the ability to enjoy the fruits of a lifetime

 

Capabilities

 

Retirement Planning Vehicle Specialists
 
Specializing in retirement plan rollovers, pension and profit-sharing plans, 401(k) plans, SEPs, IRAs and SIMPLE Retirement Plans. In addition, we offer expertise in non-qualified plans funded by fixed and variable annuities.
 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2008 Financial & Investment Management Advisors, Inc.
Last modified: May 01, 2008