Site Map  |  Text Size
What We Offer Biggest Font Size Bigger Font Size Normal Font Size
   

We Listen  |  Retirement–Freedom AnalysisTM  |  Invest–StremeTM
Review and Adjustment

Step 2: The Retirement–Freedom AnalysisTM

 

The forward looking Retirement-Freedom AnalysisTM helps you determine your personal range of investment returns that are needed to make the transition from working income to income from your savings and pensions.

The RFA helps set your Retirement timeline by answering the following questions:

  • Do I have enough Savings?
  • How much do I need to add?
  • What investment returns do I need?
  • Why should I be an investor?

Your "personal range of returns" represents the target that drives investment selection and is the true measure of success.

YOU NEED TO ACHIEVE YOUR OWN "PERSONAL RANGE OF RETURNS."

You don't have to "out run" someone else's returns as defined by the press or by certain benchmarks.

Your goal is to be well rewarded for the risk taken and only take as much risk as needed to get Retirement-Income for Your Confidence.

Many of us are investors because we've determined that we can't grow sufficient savings any other way. NEXT STEP







Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Client Account Access