Don't Risk Your Retirement Security

Consider NextPhase™

Looking for a retirement plan that strives to provide you with comfortable inflation-adjusted income for life?

Ask for a NextPhase™ Personalized Analysis.

Have you saved Just Enough for retirement?

If you are approaching retirement, or already retired, use the calculator below to find out if you've saved enough to meet your income goals.

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If you have saved Just Enough for retirement.

You'll want to be cautious about the strategy you use to generate monthly income. Watch the movie below to learn what kind of retiree you are.

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You've saved just enough.

Time to be cautious about planning your retirement income.

You need to carefully design your strategy for monthly income. Why? Your total savings amount isn't high relative to the income you expect to generate. This means less margin for error. Review The 3 Big Risks™ and how to manage them.

  • To help mitigate longevity risk, your income strategy should include a measure of lifetime guaranteed* income. A straightforward income annuity will help.
  • To plan for the impact of rising inflation, your strategy should expose an appropriate amount of savings to equity investments. Seek investments with low fees and expenses.
  • You will benefit from a formal, written plan describing your income strategy.
  • Ask for a NextPhase™ Personalized Analysis developed for retirees like you, who've saved just enough.

* When utilizing annuities for guaranteed income, these guarantees are based on the claims-paying ability of the issuing company.

Next Steps

Why Should You Consider NextPhase™?

 

Request a complimentary analysis, and get a clear plan for creating retirement income.

I specialize in helping people plan a comfortable retirement. Please enter your email address to request a NextPhase™ Personalized Analysis.

Contact Me

Bartler Wealth Management Group
Charles Bartler

2 International Plz
Suite 302
Philadelphia, PA 19113
(215) 665-1058

cbartler@bartlerwealth.com

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WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by the NextPhase™ calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Constrained Investor is a registered trademark of Wealth2k, Inc. The 3 Big Risks is a trademark of Wealth2k, Inc. Used by Permission.

Securities offered through Osaic Wealth, Inc., A Registered Broker/Dealer, Member FINRA/SIPC and Advisory services offered through Osaic Wealth, Inc. An SEC Registered Investment Advisor Charles Bartler, Representative. Bartler Wealth Management Group and the Osaic Wealth, Inc. are not affiliated.

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Charles Bartler is not affiliated with Wealth2k.

 

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