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Retirement Income Planning

TRIANGLE FINANCIAL STRATEGIES  |  SERVICES

If you're like most Americans, you're concerned about retirement.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Triangle Financial Strategies, we help you establish a strategy that if followed, will help ensure you don't outlive your money.

We specialize in crafting tailored retirement income strategies that are designed to help you meet your financial goals.

 

  • Help Your Income Potential
    We work diligently to help optimize your retirement portfolio, working to help you receive the maximum possible income based on your assets. We utilize insurance products including fixed indexed annuities* to help eliminate market losses and protect your hard-earned savings.

 

  • Optimize Social Security Benefits*
    We understand the complexities of Social Security and help you navigate the system for you to review your benefit options. We analyze various claiming strategies to help ensure you receive the most advantageous payout for your unique situation.

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  • Stress-Free Retirement Living
    Say goodbye to the anxiety of constantly monitoring market fluctuations and second-guessing your financial decisions. Our retirement income plans are designed to help provide a steady, reliable income stream, allowing you to enjoy your financial retirement without financial worries.

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Are We Right for You?

While our services offer significant benefits, we recognize that they may not be suitable for everyone. Our ideal clients are those who:
 

  • Seek to eliminate portfolio volatility

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  • Want to enjoy retirement while managing their lifestyle expenses.

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  • Desire a guaranteed lifetime income that can potentially increase annually to combat inflation, through the use of fixed index annuities.*

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  • Prefer to maintain control over their money
     

  • Appreciate transparent insurance product fee structures.

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If you're looking for a retirement income strategy that offers principal protection with the potential for growth and income, then a fixed index insurance product may be a perfect fit for you.

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READY TO TAKE THE

Next Step?

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114 Torrey Heights Ln.  •  Durham, NC 27703

Phone: 919-228-9665  |  Email: info@trianglefinancialstrategies.com

Please note that Sean Ruehl and Triangle Financial Strategies can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

 

Sean Ruehl and Triangle Financial  may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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Please note that Sean Reuhl and Triangle Financial Strategies and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

© 2024 Triangle Financial Strategies. All Rights Reserved.

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