Our Three Core Principles
Creating a sound retirement strategy is the key to a successful retirement
To ensure you can retire with confidence, we help you plan for a retirement income you won’t outlive.
We follow three key principles at Pomarico Financial: Safety First, Reasonable Rate of Return**, and Keep it Simple.
Safety First
RRR
Reasonable Rate of Return**
Protection comes first. Next, we help guide you in getting a reasonable rate of return over time. Too often, retirees are disappointed by this aspect of their retirement strategy. If you look to keep your money safe in a traditional bank account or CD, for example, you may not feel the returns are reasonable. However, there are strategies that allow for reasonable rates of return, while maintaining safety of your principal. With these options, you may see an increase in your return when an index is up. Yet, you don't have to worry about losing your money if the index is down. Your money is not directly investing in the market. So, your risk is substantially lower.
Does a good retirement strategy have to be complex? We don’t think so. In fact, some of the most effective strategies we’ve seen are built on simplicity. If you have to spend time worrying about your money and watching the markets in retirement, are you really retired? With the right strategy, you can have a simple, straightforward retirement. You don’t need to sacrifice long-term goals in order to keep things simple.
By choosing options that provide an income for life and protect your principal, retirees can have peace of mind. Sometimes, a simple strategy for securing your money and providing income is all people need. Of course, each client’s needs and situations are different. So, be sure to connect with us to discuss your details. Overall, though, simplicity can have its rewards when planning for retirement
