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2. Advice: It’s not just what you’ve saved, it’s how you invest it

How you invest your retirement assets can have a big impact on how long they may last and how much income they could generate. Your PlanMember Financial Professional will work with you to design a retirement income and investment strategy that focuses on the following:

  • Investment strategies that mitigate risk but still provide for growth
  • Investment options that are lower-risk and flexible as your needs change
  • Withdrawal game plans that help you meet your income needs

The result is a retirement income and investment plan designed to both meet your lifestyle needs and last over the course of your lifetime.

Tip: Consider different approaches to retirement

You may want to supplement your income with a part-time job early in retirement until you are comfortable with your income, and then gradually increase your withdrawals. Or you may want to do the opposite, and go big early in retirement with activities and travel, and plan to slow down and spend less later.

Whatever your plans, your PlanMember Financial Professional can help you map your course and guide your decisions and show you strategies to help make the most of what you’ve saved.

CLARIFY YOUR FINANCIAL FUTURE. 

GET IN TOUCH TODAY.

Office

2665 E Tudor Road, Suite 202
Anchorage, AK 99507

Contact Us

907-561-2462
ask@veritasalaska.com

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Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management or these representatives. Matson Money, Dave Ramsey & SmartVestor™, Anchorage Police Department, National Tax-Deferred Savings Association (NTSA) and PlanMember Securities Corporation are independently owned and operated.

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Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Links are provided for your information only. PlanMember Securities Corporation (PSEC) and Veritas does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or Veritas sites. Some information contained in this site is provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

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