Financial Advisor

• Sep 2022 - Present

As you get closer to retirement, your priorities change. You’ve spent a considerable amount of your working life accumulating a sufficient nest egg, but now you have reached the point where you must focus on preserving what you’ve accumulated. When retirement starts and your working income stops the day-to-day expenses continue, and it is from this nest egg that you must generate or replace your income. To effectively meet such needs, you need a strategy to help manage the different risk… Show more As you get closer to retirement, your priorities change. You’ve spent a considerable amount of your working life accumulating a sufficient nest egg, but now you have reached the point where you must focus on preserving what you’ve accumulated. When retirement starts and your working income stops the day-to-day expenses continue, and it is from this nest egg that you must generate or replace your income. To effectively meet such needs, you need a strategy to help manage the different risk factors that can affect your retirement. The three main risks are longevity, inflation, and sequence of return. A sturdy framework is one that is strong enough to support your retirement income plan while leaving room for adjustments as your needs change. A retirement income strategy that addresses the need for growth potential, access to liquid assets, and predictable income can strengthen your plan and help you feel more confident about your future. The key is to find the right balance between the three building blocks for a sound retirement so they can help you mitigate the retirement risks. CRN202410-960743 CRN202605-4127281 I am licensed to sell insurance in: MD, DC, PA. I am licensed to sell securities in: MD, DC, PA, VA. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. I am a registered representative and offer securities and investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Supervisory address: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, (410)-785-7654 Statera, LLC and Statera Retirement are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Show less As you get closer to retirement, your priorities change. You’ve spent a considerable amount of your working life accumulating a sufficient nest egg, but now you have reached the point where you must focus on preserving what you’ve accumulated. When retirement starts and your working income stops the day-to-day expenses continue, and it is from this nest egg that you must generate or replace your income. To effectively meet such needs, you need a strategy to help manage the different risk… Show more As you get closer to retirement, your priorities change. You’ve spent a considerable amount of your working life accumulating a sufficient nest egg, but now you have reached the point where you must focus on preserving what you’ve accumulated. When retirement starts and your working income stops the day-to-day expenses continue, and it is from this nest egg that you must generate or replace your income. To effectively meet such needs, you need a strategy to help manage the different risk factors that can affect your retirement. The three main risks are longevity, inflation, and sequence of return. A sturdy framework is one that is strong enough to support your retirement income plan while leaving room for adjustments as your needs change. A retirement income strategy that addresses the need for growth potential, access to liquid assets, and predictable income can strengthen your plan and help you feel more confident about your future. The key is to find the right balance between the three building blocks for a sound retirement so they can help you mitigate the retirement risks. CRN202410-960743 CRN202605-4127281 I am licensed to sell insurance in: MD, DC, PA. I am licensed to sell securities in: MD, DC, PA, VA. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. I am a registered representative and offer securities and investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Supervisory address: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, (410)-785-7654 Statera, LLC and Statera Retirement are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Show less

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