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Retirement Income

Creating Your Own Income...Knowledgeable Advice When You Need It the Most.

You’ve worked hard to earn and save all these years, now what? That’s exactly where we come in. We cannot stress enough that the strategies you use to accumulate money are vastly different than the effective strategies to preserve the same money once you start to live off of it in retirement.

How much should you safely withdraw and spend every year…3%, 4%, 10%? What if the market crashes again…do you have time to recover? What if interest rates remain at all-time lows? What if you live 30 or more years in retirement? What happens if you pass away early…how much will your spouse have or need? Where should you invest…can you do it confidently on your own? How much risk should you or do you need to assume? Do you have enough saved already to last through retirement or do you still have to invest/accumulate while also spending it?

There are endless questions that will need to be considered and built into a quality income strategy. Just like you turn to a medical specialist for your annual checkup to be safe, you may also want to consider turning to a financial specialist just to be safe.

Our extensive market research and portfolio design systems utilize the principals of behavioral finance with momentum investing trends to structure portfolio strategies which create purchasing power today, next year, and thirty years from now if need be.

At a minimum, we help evaluate and re-allocate our clients' retirement accounts quarterly. The old buy and hold mantra is not how we operate here at CFG. There's too much missed opportunity, as well as too much risk in doing so. We're active, we're involved, and we seek out results without compromising fundamental principles or taking undo risk.

Click here for a sample Retirement Income Plan

Contact Us

We’ve built our reputation in this community on relationships and sound advice,
and welcome you to learn more about our services and unprecedented results.

Cocheco Financial Group, LLC

Phone: (603) 834-9098
Fax: (877) 695-5749

Email: info@cochecofg.com

466 Central Avenue, Suite 4, Dover, NH 03820

Get Directions

We're located in the heart of downtown Dover, at 466 Central Avenue, Suite 4. The office is directly across the street from the downtown Days Inn hotel and directly above the Simple Health store. Enter the building under the black awning. From Central Avenue, look up and you'll see our signs in the upstairs windows.

 

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Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.  This communication is strictly intended for individuals residing in the states of MA, ME, NH. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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