Getting Ready for Your Retirement Years

Preparing for Retirement

Our Challenge: Make sure investors, who are 3-5 years from retirement, recognize Prime specializes in working with people like them. Inbound Marketing targets pre-retirees versus particular types of professionals, business owners, or executives.

Our Strategy: Prime is focused on the accumulation and preservation of retirement assets. In particular lifetime income during retirement years.

Our Recommendation: Describe the steps investors take to transition from their working years to their retirement years.

  • Introduction: Maximize their savings during latter working years
  • Pay-off any remaining debt
  • Re-allocate retirement assets (401k, IRAs, personal accounts)
  • Establish a realistic budget for retirement years
  • Make last-minute adjustments while still working
  • Make sure a bad market cannot derail retirement plans