Yes, you can have a lifetime income!
We are Life Insurance Agency Sunshine Equity, located in Jacksonville, FL. Our mission is to help people who generally seek consistent income for their retirement years.
We make retirement planning a lot easier. It’s hard to start saving for the future. All you have to do is let us know you are ready.
If you are a public employee, we will review your pension, your 403b/457 plan, to make sure, that your retirement income meets your needs for a joyful retirement.
If you are a small business owner or employee, will help you to start IRA/ROTH IRA. There are no administration costs for these retirement plans.
If you are a high earner and prefer to invest for retirement more, than allowed by IRS Code, we will offer you other strategies for effective and safe retirement savings.
If you have 401k, 403b, or 457 retirement plan savings from your previous employer and your savings are exposed to market volatility, we will facilitate a rollover of your savings to a “safe harbor” – your IRA account, where your money may grow at 5.6% annual interest rate.
If you are 25 years old or more, it’s the best time to start retirement planning. You will have 40 years to build your retirement income. Compound interest will help you to save for retirement with small monthly investments.
To schedule your zoom retirement planning consultation, please click here
One of the biggest people’s fears is that they will not be able to save enough to retire. People have good reason to be worried. It looks less and less likely that today’s generations will be able to accomplish the same retirement goals as the previous generation.
Successful retirement directly depends on retirement income.
We can put together an efficient and flexible retirement income plan. It is based on a 100+ lifespan, so you never have to worry that you might run out of money later in life.
Retirement planning should not be complicated. In fact, it has six major parts:
- Provide guaranteed retirement lifetime income
- Avoid the risk of loss
- Have emergency funds
- Maintain control and flexibility
- Combat inflation
- Leave a legacy for your spouse or heirs
Each person’s circumstances are unique, therefore retirement planning requires an individual approach to reflect all your substantial details and circumstances.
All content is for educational purposes only. Always do your own due diligence. Our Florida, Georgia, and New York licensed financial professionals are ready to answer your questions as they relate to your individual circumstances.