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1-800-722-9728 • E-mail us at: info@firstseniorfinancialgroup.com

Conshohocken Retirement Planner

Conshohocken Retirement Planner: Today’s retirees are tired of the risk and fees associated with securities-based investments like stocks, bonds, and mutual funds. What if we told there was a proven way to grow your principal while protecting it 100% from being lost to stock market crashes – all with no upfront or recurring fees? It may sound too good to be true, but it’s not. The Crash Proof Retirement®® System, used exclusively by First Senior Financial Group, can achieve all those goals and more by utilizing vehicles based in the financial life insurance industry. We call them Crash Proof Vehicles™, and although they are often misunderstood, they are proven to credit interest comparable to securities-based investments while preventing you from losing your principal during a market crash. If you want to have a secure retirement, the team of licensed Retirement Educators at Crash Proof Retirement®® can help you. As consumer advocates, we are focused on improving your financial literacy so you can make the right decisions about complex topics like income planning, tax planning, and estate planning.

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Conshohocken Retirement Planner: So many financial advisors are happy to recommend one-size-fits-all solutions to their clients. At Crash Proof Retirement®, we know that everyone’s needs in retirement are different. We think of the Crash Proof Retirement® as a symphony; each component of the system is like an individual instrument. When they come together under the supervision of a conductor, they create a unique composition that is greater than the sum of its parts. In the Crash Proof Retirement® System, each individual financial instrument can come together to offer you principal protection and the growth you need without the fees you would receive from many traditional financial vehicles. Each person’s Crash Proof Retirement® Guide is different and custom tailored to meet their needs. Our team will help you divide your assets among the financial vehicles offered by various world-renowned, highly rated companies. Once you put your Crash Proof Retirement® into motion, you will have guaranteed income in retirement and have the potential for growth that will ensure you are comfortable throughout your golden years.

What are Crash Proof Vehicles?

You have two types of investments to choose from when planning for retirement: those from the Risk Class and those from the Fixed Class
Click here to read about the differences between the Risk-Class and Fixed-Class

Conshohocken Retirement Planner: At Crash Proof Retirement®®, we only use investments from the Fixed-Class. That’s because these types of assets are specifically designed to provide safe growth. Not only that, but they also contain features that benefit the consumer rather than the advisor. When you choose a Crash Proof Retirement®, our team will never receive any fees, percentages, or commissions from your nest egg. That is how you will know our recommendations are based on their benefit to you, not on putting money in our pockets. In addition to having the ability to credit interest without putting your principal at risk, Crash Proof Vehicles:

  • Are protected from Bankruptcy
  • Allow you to defer taxation until a later time
  • Give you the flexibility to access your money when you need it
  • Allow your beneficiaries to receive the full value of your investment’s growth when you pass on

As we mentioned earlier, Crash Proof Vehicles™ are issued by insurance companies. Created in 1995, they have been proven to protect principal, even during market crashes like the ones we saw in 2008 and 2020. When the Wharton School of Business studied these vehicles in 2010, they determined that they couldn’t be placed in the same class as any existing investment product. We call them Crash Proof Vehicles™ because they are guaranteed to prevent you from losing your nest egg. And because they offer significant potential for growth, you won’t be at a disadvantage compared to securities-based investments, especially when you consider the fees and risk associated with those products.

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Conshohocken Retirement Planner Consumer-Driven Process

Conshohocken Retirement Planner: If you want to find out more about Crash Proof Vehicles™, be aware that First Senior Financial Group is the only firm in the country that has the rights to use the Crash Proof Retirement® System. Our team is focused specifically on people in or near retirement. Unlike other firms that work with all age groups, you can work with our team knowing they have the specific knowledge and experience it takes to help you plan a secure retirement. Our licensed Retirement Educators also attend a rigorous program of continuing education so they can stay up to date on the latest developments in retirement planning, income planning, tax planning, and estate planning. If you are planning for your retirement now, our team can be with you every step of the way, providing an education that will give you the confidence to make informed decisions on your own.

1-800-722-9728 • E-mail us at: info@firstseniorfinancialgroup.com

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