Planning For Retirement
Grady Group of Coastal Carolina focuses on helping retirees in ensuring* their long-term financial stability. We take a personalized, holistic approach to protecting your financial future. So, if you’re looking for assistance when planning for retirement and live near Oak Island, North Carolina, reach out to us today.
Grady Group Coastal Carolina
Our model may not be suitable for everyone; however, it is recommended that you contact us if you are interested in a strategy that includes:
- Safety
- Achieving a reasonable rate of return**
- Simplicity
- 2716 West Pelican Drive, Oak Island, NC 28465
Building Your Retirement Strategy
What We Do
To meet our clients’ needs, we recommend that they develop a strategy based on three key principles. We can guide you through your options, including products you may not have considered that may help you achieve your long-term financial goals. Knowing about all the options available to you is, in our opinion, vital when planning for retirement.
Safety
During your working years, you may have been more willing to take risks with your savings. After all, even if you suffered a loss, you had time to recover from it. However, as you approach retirement, that’s the only money you have to depend on. If you suffer a loss, you don’t have time to save up more and make the money back. As a result, your priorities have most likely shifted to safety. If securing your principal is your primary goal, your values are consistent with ours. We can show you potential options to protect your retirement money. If you’re located in or near Oak Island, North Carolina, get in touch and set up a meeting with us.
Looking For A
Reasonable Rate of Return**
It is possible to protect yourself while also generating a reasonable rate of return** on your savings with a single product. For example, you may be able to achieve this using a fixed indexed annuity (FIA). Earning reasonable rates of return** to keep up with inflation and rising living costs is crucial when planning for retirement.
Simplicity
Saving up for retirement, deciding where to invest your money, how long to keep it in those accounts, products, or plans, and so on, is a complex process. However, we do our best to make things easier for you. A more complex retirement strategy isn’t necessarily better. On the contrary, we believe that simplicity is an essential benefit to have when planning for retirement.
We can help!
Contact us to learn more about our services, set up a meeting, or attend one of our no-cost, no-obligation dinner seminars.