Q: Who is the ideal candidate for the retirement income check up?
A: The ideal candidate is someone who is either in retirement or within 10 years of nearing retirement and has accumulated at least $500,000 in their IRA, 401(k), after-tax brokerage accounts and bank accounts. The ideal candidate is also somebody who cares about their money and does not want to take excessive market risk and also wants a plan in place at some point which offers lifetime income strategies, inflation and taxation strategies, long term care strategies, and estate transfer strategies.
Q: After the retirement income check up, is there any other service or planning strategy that is offered?
A: Yes, after the 15-minute phone assessment with retirement specialist Mark Kennedy, if both you and Mark feel that you can be helped then you will be invited for a no charge consultation in our beautiful Calabasas, California office. You will then get to meet Mark face-to-face and sit down and have an in-depth discussion of what your retirement plan goals and objectives are and what it is that you are concerned about and would like to accomplish. Mark specializes in putting together retirement income plans for clients so that they will not run out of money during their lifetime and also so they will not make their heirs or themselves a partner to the IRS. Specific budget strategies are discussed as well as reduction of risk and potential return.
Q: How are you different from other advisors out there?
A: As a fee-based registered investment advisor firm we do what is in the best interest of the client. We do not have to answer to any sales team or brokerage house. Therefore our client is our primary responsibility. Our specialty, however, is with people that are either in or nearing retirement. Mark has been in this business for over 22 years and thoroughly understands all aspects of the retirement income planning process.