| inputs | |||
|---|---|---|---|
| Client Name(s) | Nicole P. | ||
| Total investments | $1,000,000.00 | ||
| Income need | $6,000.00 | ||
| Social Security | $2,000.00 | ||
| Pension | $2,000.00 | ||
| Income Shortfall | $2,000.00 | ||
| How much principle needed to genrate $2000.00 a month | |||
| Without risk management using only Traditonal Investments | $800,000.00 | ||
| Utilizing risk management with the Retire Safety First Approach | $480,000.00 | ||
| Difference of | $320,000.00 | ||
| The power of solving your income using less principle | |||
| Priciple value 8% compounded over 20 years | |||
| Money leftover using Traditional Investments only | $200,000.00 | $932,191.43 | |
| Money leftover using the Retire Safety First Approach | $520,000.00 | $2,423,697.71 | |
| Difference of | $1,491,506.29 |
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Check the background of this firm on FINRA's FINRA's BrokerCheck.
Check the background of this investment professional on FINRA's BrokerCheck.
Online Privacy Policy - https://cetera.com/privacy-policy