Retirement Income


The New Retirement Plan

It use to be the average person built their retirement income strategy on a 3 - legged stool consisting of Social Security income, Company Pension income, and income from their personal savings. This concept has evolved into a wobbly 2 - legged stool consisting of only Social Security income and personal savings, usually in the form of an IRA or 401(k) account. The days of the Company Pension are gone.

The Company Pension may be gone, but there are investment strategies that mimic this concept and provide you with a retirement income that you cannot outlive. Using Variable Annuities with optional living benefit riders, individual investors can grow their investment portfolio with protection and then receive a retirement income for life. There are many insurance companies that offer Variable Annuities. We will help you determine which one(s) are most suitable for you.

Meridian Financial Group advises individuals and businesses seeking investment and retirement planning strategies.