Fulton Financial Consultants, Inc.

Capital Retention Planning Concepts and establishing an income you cannot outlive with a SPIA

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Knowing What We Want.
I know, from first-hand experience, that one of the hardest things in life is, “to actually know what you want” and as we have more options in life this can even get harder.  Often we have confusion about what our options are and that can compound this even more.  If we lack knowledge on what some of our options are we can really limit our outcomes. This is because we miss out on the benefits of strategies that we did not even know about. This leads to lower financial net worth in the future, then lower retirement income and we get spent down sooner.

Today, more than ever, I greatly enjoy working with my clients as a sounding board, help with their value clarification and sharing the wisdom I have learned over the years. Today because of this I have more passion for my work than I ever have before.

"If money can’t buy you happiness, explain yachts?"

But remember:   "If your outgo exceeds your income, your upkeep will be your downfall." 

Past Performance Is No Guarantee of Future Results!