How to Turn Your Savings into a Paycheck That Doesn't Drop When the Market Does
You don't have to keep all of your retirement savings in the market. Watch how the 3-Bucket Income System works.
In 45 minutes over Zoom, we'll walk through three things specific to you
Your income gap
What you'll need each month, what Social Security and any pension will cover, and the gap your savings has to fill.
Your market risk
How much of your retirement is exposed to the market right now, and what another 2008 could mean for your income.
Your guaranteed paycheck
What a monthly income floor would look like for you: principal protected from market loss, income set by contract for life.
We'll also look at which accounts your income comes from, and in what order, so more of every paycheck stays with you.
Most people are trained to save for decades, but few are shown how to transition into living on those savings without the constant worry of market volatility.
At New Genesis Financial, we believe retirement planning should feel like a real conversation, not a pitch. Your free Retirement Income Review is where that conversation starts.
New Genesis Financial was founded on the belief that integrity is the only way to do business. We have created a firm where a handshake still means something and personal connection is at the heart of everything we do.
We are not a faceless national corporation. We are a team that values one-on-one relationships, whether we are meeting in person or across the country over Zoom. While we are licensed in multiple states, we keep our focus small and intentional, treating every family's legacy with the same care we give our own.
The best time to build the floor was five years ago. The second-best time is now.
Answer 5 quick questions, then pick a time for your free 45-minute Retirement Income Review. We keep our calendar small on purpose.
See If I Qualify for a Free Income Review