Amy Buttell

The S.W.A.N. Concept Amy Buttell

You can't take a mulligan on retirement-you've got one shot to get it right. And wouldn't it be great if you hit a hole in one?After a lifetime of hard work and saving, you deserve financial freedom. When you know that your expenses are covered in retirement-no matter how long it lasts-you can relax and create a fulfilling experience. For some, that translates into volunteering and charitable gifting. For others, it is spending time with children and grandchildren and building a legacy. Still others yearn to travel the world. Whatever your goal and dream is, Bob wants to help you achieve it. That is why he believes in the SWAN (sleep well at night) concept. During the past forty-seven years, Bob has built a financial-advisory practice around helping clients find financial protection during all stages of life. He believes there is no more important task than helping doctors, executives, and entrepreneurs preserve their hard-earned money so that they and their families can enjoy the financial freedom they desire. Throughout this book, you will learn more about timely financial questions, such as the following: - Are tax-advantaged investments right for me?- Am I getting the maximum retirement benefits from my pension program?- Do I have enough life insurance?- Will my estate owe any taxes when I die?The book also discusses important topics including inflation and spending in retirement, avoiding retirement risks, sources of flexible and reliable income, transitioning from career to retirement, your retirement lifestyle, client case studies and much more. Bob's job is to help his clients and their families sleep well at night, not worrying about income in retirement. Make sure your savings last, don't let the market endanger your retirement!