Here’s what you will get:
A Personalized Investment Strategy Report
Gain a clear understanding of how your portfolio would have performed in previous down markets and how to mitigate downside risk.
Retirement Income System
Learn how our Retirement Income System can help you create predictable income in retirement, position your assets to align with your cash flow needs, and build a clear investment strategy statement to guide you during any type of market.
$100 to start the life you want.
You’ve worked long enough for a great retirement.
You’ve seen all types of options when it comes to your life savings. Maybe you’ve tried a couple. But are you really satisfied with them?
It seems like there has to be a better way than buying an annuity or expensive insurance product. The worst part is, you feel like no matter what you do, you might do it wrong.
What if your retirement savings was $1,000,000? If you bought an annuity capped at 5% growth, you’d have lost out on 24.8% S&P growth in 2019.
Imagine what your retirement could’ve looked like if your nest egg captured market upside.
But what about downside protection? That’s what brought you to annuities and insurance products in the first place.
There HAS to be a better way.
At Lifeworks, we built a portfolio that captures market upside, yet protects you against drops.
It’s not a fairytale. It’s not a slimy insurance or annuity contract.