2014 was a really fun year where we were able to help a lot of clients get on a more sure footing, financially speaking. Some of the companies we work with have been so very good to our clients, so we are loyal to them. One of the great companies that helps us in our strategic planning, especially helping with our clients who are at or near retirement, is Allianz. They are one of the highest rated insurance companies in the world, and maintain the highest of ratings you can get as an insurance company. We did enough business with them that they honored us as Gold member of their network, putting us on their A-list of financial advisors and awarding us this Challenge coin as a token of the large volume of business we did with them. This comes from working with a certain number of individuals and managing a large amount of money with them for our clients.
We're not saying this to brag, it's just exciting to work with companies like this. Imagine you're at or near retirement, and you find a place to put your money where your principal balance (nest egg) is never at risk, and you can still get near market level returns on your money? Oh, and by the way, you can take income on it for the rest of your life, no matter how long you live, and that income also increases to keep up with inflation!
That's our retirement mantra: guaranteed income you can't outlive, keeps up with inflation, and creates a rich and lasting legacy for your family. If your retirement plan isn't accomplishing ALL of those, it may be time to revisit your plan?