Can You Afford to Retire?
Most people who are about to retire, or are retired, share a common financial concern: how to generate a sustainable income stream? Solving this dilemma may allow them to:
- Maintain their desired standard of living
- Remain financially secure
- Leave a legacy, if desired
Designing such a stream of income requires taking into account many variables. These include one’s desired lifestyle, life expectancy, level of savings, guaranteed income, the returns from investments, legacy wishes, etc. There’s also the fudge factor–after all, most retirees fear running out of money, so when evaluating their options, they may believe it’s necessary to spend less, save more, or even work longer than necessary.
What is the right combination of variables that may allow one to retire with confidence? Professor Ulivi can help solve this dilemma. He will review options, suggest alternatives, and recommend a specific course of action. As a teacher, he cared about his students; and as your advisor, he wants the best for you.
If you have the vision and the ambition to retire, Professor Ulivi can help you design and implement your plans.
Schedule your initial appointment now! Just click here and complete the form, or call Professor Ulivi at 1-714-771-6000. He’s ready to learn about your goals and concerns, and show you how you can afford to retire, with confidence!
Test Your Retirement Readiness Now!
To help determine how prepared you are to maintain your lifestyle throughout retirement, he has developed a “Retirement Readiness Kit”. It’s based on his 33 years of experience working with retirees, in addition to teaching university level financial planning. The kit consists of 20 crucial questions, and takes only a few minutes to complete. Each of the questions requires you to fill in some blanks, but don’t despair; it’s not a test. It is, however, a great exercise to develop awareness of whether or not you can afford your ideal vision for retirement.
How to Order Your Free Kit
To receive your complimentary “Retirement Readiness Kit”, simply enter your name and email address on the right hand side of this page and click Submit. Or, if you prefer to make a free one hour appointment to review your plans, click on “Get Started Now!