Retire with 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 confidence.

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 confidence.

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

Investments and advisory services are offered through representatives of Lincoln Financial Securities. Member SIPC. Lincoln Financial Securities and Lolley Financial are separate entities. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Advisory services offered to residents of MI. Securities offered to residents of AZ, FL, MI, NC, OH, and SC. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3165787-071620.
Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.