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Retirement Kit

Before you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement:

What's Included:
  • Will You Have Enough Income in Retirement?
  • 5 Retirement Planning Missteps to Dodge
  • 7 Annuity Basics
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Learn more about the three guides included in the Retirement Kit:

Will You Have Enough Income in Retirement?

What's Covered:What percentage of your working income should you plan to generate in retirement? Though this number varies with each individual, this guide will help you calculate the number that is appropriate for your specific financial situation. These questions will help you consider important factors that will affect your retirement income strategy, including:

  • Your current spending
  • The potential impacts of inflation
  • The longevity of your life
Retirement Income Guide

5 Retirement Planning Missteps to Dodge

What's Covered:Knowing what not to do when planning for retirement can be as important as knowing what you should do. This guide will walk you through some of the common mistakes pre-retirees make. Inside you will find:

  • Five missteps to avoid when planning your retirement income strategy
  • Facts that paint the picture of today’s retirement landscape
  • Your first steps towards confidence in your financial future
Retirement Income Guide

7 Annuity Basics

What's Covered:Whether you are thinking about purchasing an annuity, or just wanting to learn more about them, this guide can help you understand how they work, what the costs are and how long it might take before you can start receiving income. It answers common questions, including:

  • What if I need access to the principal in my annuity?
  • What are the costs associated with an annuity?
  • How long will I be able to receive income from my annuity?
7 Annuity Basics

All 3 guides are included in our retirement kit

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Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by company. Annuities are not a deposit of nor are they insured by any bank, the FDIC, NCUA, or by any federal government agency. Annuities are designed for retirement or other long-term needs.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

Investment Advisory Services provided by Hobart Private Capital, LLC a SEC Registered Investment Advisor. Securities offered through GF Investment Services, LLC. Member FINRA / SIPC 501 North Cattlemen Road Suite 106 Sarasota, FL 34232. Phone: 941-441-1902.