RETIREMENT STRATEGIES

Retirement is the day that your money works for you, instead of you having to work for your money.  Ask yourself, “Will I have enough?” Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming. But it doesn’t have to be that way. Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.

 

Each person’s idea of retirement is different. While some people will never quit working, others may slow down, and others will stop working completely. Some want to travel, others want to garden. Others want to turn a hobby into a new business. Regardless of your personal circumstances, we can custom design a retirement and income plan to suit you, keeping in mind that safety, growth and income are not mutually exclusive.

 

Retirement planning involves organizing your financial resources to achieve your goals at a predetermined time in the future. When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other.

BERRY FINANCIAL GROUP
MYRTLE BEACH, SC

4226 Mayfair Street 

Myrtle Beach, SC 29577

 

PHONE: 1.888.774.6181

FAX: 1.843.774.6191

NC DEPARTMENT OF INSURANCE
NCDOI Divisions, Services for Consumers, Company License Status: Berry Financial Group

Agent License Status: Richard Berry

SC DEPARTMENT OF INSURANCE
Agency Code: 142256
Individual: 154176

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Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Berry Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Berry Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Berry Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.

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