Ensure Your Financial Independence in Retirement. Discover how our retirement planning solutions can secure your future income. Speak with a financial professional today and start building a retirement plan that guarantees peace of mind and lasting security.
As you approach retirement, the importance of income security cannot be overstated. Planning your retirement with a focus on income security means ensuring you have a steady, reliable flow of income that will last throughout your retirement years, regardless of market conditions or unexpected expenses.
Planning for retirement can be daunting, but securing a stable and reliable income stream shouldn’t be. Income security is the cornerstone of a worry-free retirement, providing you with the financial independence you need to enjoy your golden years. I can help you explore practical strategies and tools to help ensure your income security during retirement.
Diversification is key in mitigating risk and ensuring a steady income flow. A mix of stocks, bonds, real estate, and other investments can help balance your portfolio, reducing the impact of volatility in any single asset class.
These are crucial tools for guaranteed income. Income Annuities provide a steady paycheck for life, helping mitigate the risk of outliving your savings. If available, maximize your pension benefits by understanding the best time to start collecting.
Deciding when to start collecting Social Security benefits can significantly impact your lifetime income. Strategies like delaying benefits until age 70 can substantially increase your monthly checks, securing more income in later years.
The National Producer Number is a unique NAIC identifier assigned through the licensing application process. NPNs are assigned to all individuals and most business entities on the PDB (Producer Database).
The Producer Database (PDB) is a central repository of producer licensing information updated on a timely basis by participating state insurance departments. Currently, the PDB includes information from all 50 states, as well as the District of Columbia, Guam, Puerto Rico and Virgin Islands.
The License & Producer Verification feature is specifically designed to operate within countries and jurisdictions where it is legally permissible and where active partnerships with relevant organizations are in place. This ensures that the service is provided accurately and responsibly, relying on the support and collaboration of local entities that are authorized to verify and provide such information. As such, availability of this feature is contingent upon our ability to establish and maintain these critical partnerships, which play a crucial role in facilitating the verification process and ensuring the feature's efficacy and compliance with local regulations.
Strategic Guidance for Lasting Success
I offer both virtual and in-person meetings. As a financial strategist, I help families and business owners structure maximized financial benefits.
Sean Ruehl is the owner of Triangle Financial Strategies, which he founded in 2018 with his wife. With a career in the financial services industry spanning over three decades, Sean brings a wealth of experience and a deep knowledge of financial strategies to his clients. Sean has been a CFP and insurance licensed for over 20 years and is passionate about relating to people and helping them understand how to protect themselves, their family members, and their financial assets. ​
Triangle Financial Strategies
114 Torrey Heights Lane Durham, NC 27703(919) 228-9665 [email protected]
Because your values and goals are personal to you, a one-size-fits-all solution simply won't do.
Consulting with an experienced professional can help you explore options to find the right balance of benefits tailored to your needs.
As your life evolves, so do your needs. I’ll be there to help you every step of the way.