• Click for the BBB Business Review of this Financial Services in Boca Raton FL
    Request a no-obligation meeting today with Frank Nemeth to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: 561.981.8832 / info@nemethfinancialgroup.com / Visit Us!
    It can be difficult to make financial decisions without access to information.
    We’re committed to helping you make informed decisions about your financial future.
    Home » Info

    Retirement Income Planning In Boca Raton FL

    A Message About Retirement Income Planning

    If you’re between 50 and 75, you have some big decisions to make.

    You’re looking at how you are going to support yourself in retirement. It’s not the same game it was a decade ago. CDs aren’t earning much, and estate planning is much more involved than having a will. Stock market instability and a bond bubble that may be about to burst make those vehicles potentially risky places to put money.

    But more than that, you are at a point in life where you need to do a major gear shift. Up till now you’ve probably been focused on financial growth. If you want to spend with confidence in retirement, now is the time to start thinking in terms of wealth preservation.

    Any losses you take at this point in time will be very difficult to recover. Let me give you an example.

    If you have $100,000 in a mutual fund that experiences a 20% loss, the value of your account is reduced to $80,000. Will a 20% gain recoup your loss? No!

    $80,000 x 20% = $16,000

    $80,000 + 16,000 = $96,000 – still short of the original $100,000

    So what would it take to get back to the original balance?

    Gain RequiredWe can show you how to avoid such losses in the first place. Through exclusive strategies that are known by less than 1% of retirement income planners in the country, we will show you how you may:

    This is not the stage of life when you should have to be worrying about the volatility of the markets. Our products place your money in insurance and annuity contracts, the most secure vehicles out there, in my opinion. No one has ever NOT been paid money due on an insurance contract.

    Insurance companies have a series of safety nets in the form of state regulations and reinsurers that would pay if the company ever did default. And insurance companies are only allowed to invest dollar-for-dollar—not like banks that can invest 9 to 1. These things combine to make insurance contracts very secure. What other type of financial product can make that claim?

    We’re all about education. We teach you about the options and let you choose what you want to do. Simple as that. Or at least that’s the way it looks from your side. On the backside, we’re doing lots of product checking and number crunching, talking to product representatives and trying to find the best contractual guarantees* that will offer you the highest possible return on your money.

    We’re looking forward to getting started, helping you to spend with more confidence in retirement.

     

    * Annuity and life insurance policies are contracts between you and an insurance company. Product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

     

    By providing your contact information, you may be offered information regarding the purchase of insurance products.

    Contact Us Today!

    Phone: 800-626-6568

    Fax: 561-981-8872

    Email: info@nemethfinancialgroup.com

    Address: 2101 NW Corporate Blvd #200
    Boca Raton, FL 33431


    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    Resources
    » Stay abreast of the stories and headlines that impact you. Check out the news about Nemeth Financial Group and Allied & Associated Health Services, Inc. and other topics of interest.
    » View our Library
    Radio Show
    » We’re committed to helping you make informed decisions about your financial future. Get more information about things that matter to you on our radio show.
    » Radio Program
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.