You’ve worked hard. You’ve saved your money. Now, it’s time to…
Protect Your Retirement Income
Choules Financial focuses on helping you protect your retirement income. We believe that our clients deserve to feel confident and secure. Our advice is simple:
- Find the safest place for your retirement money
- Expect a reasonable rate of return in retirement
- Have a simple retirement plan
About Choules Financial
At Choules Financial, we do more than help you learn your options for retirement; we want you to learn how to protect your retirement income. After all, protection is key.
What happens to your retirement lifestyle if the market takes a downturn?
If your retirement is invested in the stock market, you are no stranger to seeing your account go up and down. For some, these market changes are ok while they are still working. But, once you are in retirement, your priorities may change. You may start to wonder: “Can my account recover if the market drops?”
Because many retirees want to ensure their principal is safe from market dips, insurance companies offer annuity and life insurance products to meet that need. Our firm helps you to determine which options may be right for you. In summary, we are here to help you learn how to protect your retirement income.
Enjoy A Meal While You Learn
“Protect Your Principal” Educational Seminar
Choules Financial regularly provides dinner seminars to help you learn more about retirement options. At these events, we serve a complimentary meal and there is no cost to attend. We discuss various ways to secure your retirement nest egg while maintaining the possibility of account growth. Seating is limited. To find out more, contact us.
Why Clients Choose Us
First and foremost, we believe knowledge is critical to your retirement success. That’s why we provide regular education sessions to pre-retirees and those already in retirement. You deserve to know all your options, and how to best protect your retirement income.
Additionally, Choules Financial has a team with a singular focus: our clients’ long-term retirement stability. Our product offerings provide clients with the ability to keep their money safe, for the long haul. We are here to educate, answer your questions, and give you options for a “peace-of-mind” retirement.
What's The Safest Place For Your Retirement Money?
While you are still working, you may have a higher tolerance for risk. If you invested in the stock market to grow your retirement account, you have certainly seen some ups and downs. However, as retirement approaches (or, arrives!) many people look for ways to protect their money. The strategies you used to grow your money may not be the same ones you use to secure your money. Now, keeping your money protected may take over as the main strategy. At Choules Financial, we believe that protection is key.
Reasonable Rate of Return In Retirement
- Is It Possible?
If you are looking for safety, do you have to give up any possible upside in the rate of return? The short answer is “No, you don’t.”
Choules Financial works with our clients to find annuity and/or life insurance products that provide security of their principal while keeping the possibility of a reasonable rate of return. Achieving potential money growth while protecting your retirement income may be possible. Let us show you how.
Who says retirement has to be complicated? Do you have to spend hours every week or month trying to manage your money in order to retire? We don’t think so. In fact, we believe that some of the best retirement plans are simple. It’s your money so it is important that you understand exactly how your retirement income works.
To help, Choules Financial takes a teaching approach. Specifically, we want you to be informed and ask questions. Our role is to provide you with the information you need to make the best retirement decision for you. In this way, we help keep things simple and easy to understand.