Retire with more confidence.
Income options
Maintain your lifestyle with income you can’t outlive.
Flexible spending options
Access your money for what you want.
Long-term care protection
Preserve your assets and have better options for care.
Will you make it?

If you don’t start making the right decisions...
Will you be able to afford the lifestyle you hope for?
Or would you need to keep working?
Will your money last as long as you do?
What happens if it runs out?

Even if you do save enough… would long-term care costs wipe out your dreams?

 

You can make it - by planning now.

The first step is a plan.

You deserve to enjoy your lifestyle in retirement. You deserve to protect your assets from catastrophic medical costs. You deserve to retire with more confidence about your future.

Maintain your lifestyle
Guaranteed lifetime income with certain annuities lets you enjoy your lifestyle even if your assets run out. Guarantees are subject to the claims-paying ability of the issuer.
Access your money
Flexible spending options allow you to take care of life's surprises.
Preserve your assets
Long-term care protection safeguards your assets against catastrophic medical expenses.

Retirement income planning advice

There are many different types of retirement plans, depending on your dreams and how early you begin your investment strategies. Retirement planning today offers many more options to consider than just a decade ago.

Whether you are preparing for retirement, taking an early retirement, or are re-evaluating your current retirement planning strategies, getting sound advice can help create a clear vision for achieving the lifestyle you want.

Custom retirement solutions

Will your retirement savings last long enough? While there isn’t a crystal ball to predict what will happen, there are retirement income strategies to help you use your savings wisely.

There are a few things to focus on when discussing your retirement goals. What will your expenses be? How will inflation affect your retirement savings? Will long-term-care costs drain your projected retirement savings?

Most people want financial freedom, but they’re not sure how to get there. Take time now to compare retirement plans to see how they fit your future. At Lolley Financial, we evaluate the right retirement solutions so that you can retire with more confidence.

Lolley Financial Adrian Michigan
107 S. Broad St. Ste. 2
Adrian MI 49221
(517) 759-1880

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. cfd Investments and Creative Financial Designs Form CRS. Lolley Wealth Management and Lolley Financial are not owned by or affiliated with the CFD companies.