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The Problem:
For decades, you were told to put all your money into a 401(k) and stocks—the "one-thing" retirement plan. If the market goes up, you're fine.
But what happens when it doesn’t?
The reality is:
Retirement used to be built on three solid legs:
✅ Social Security – Provided by the government
✅ Pensions – Provided by your employer
✅ Personal Savings – Your contribution
But pensions have largely disappeared, leaving you responsible for two-thirds of your retirement security. And relying solely on a 401(k) isn’t working—people are running out of money too soon.
You’re at Point A—an unstable retirement.
You need a bridge to Point B—a retirement with guaranteed income.
We start by assessing your current plan and designing a strategy to protect some of your money for lifetime income.
Most people put 100% of their money in offense—chasing returns with stocks. Instead, we recommend a balanced approach:
By securing 20% of your money into a protected income strategy, we can generate enough income to cover 80% of your retirement needs.
This allows you to invest the rest with confidence.
With the right plan, you can rebuild the missing leg of your retirement—an updated pension strategy that ensures:
✔ Lower Risk – Reduce exposure to market downturns
✔ Locked-In Gains – Secure profits without fear of loss
✔ Principal Protection – Never lose your foundation
✔ Income for Life – A guaranteed retirement paycheck
Retirement isn’t just about chasing returns - it’s about
distribution, stability, and balance.
Let’s build your custom Fortress Blueprint and create a retirement you can count on.
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