Jamestown Financial Group

CONNECT

Address:

1321 Jamestown Road, Suite 203
Williamsburg, VA 23185

Phone:

(757) 220-9955

Fax/Other:

(206) 984-9794

The Four Essential Phases of a Sound Financial Strategy

A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life.

While many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one’s accumulated assets once in retirement, and many are concerned that they may actually outlive their savings. Rahmel Financial Services provides solutions including the use of annuities which guarantee a retirement income you absolutely cannot outlive.*

Once in retirement, many individuals find it even more important to protect what they’ve spent a lifetime accumulating. After years of faithfully putting money away, the ‘saving years’ are over, and you must shift gears into a mode of preserving what you’ve built.

Wealth transfer can be a vital component of your financial strategy. It is the final step in our process, and it provides you the increased reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family.

*Guarantees subject to financial strength and claims paying ability of issuing insurer.