Income Strategies in Retirement

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job, and trying to recover from recent market volatility.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At FB Financial Services, our SPF1 Financial Representatives can help you overcome several retirement income challenges by:

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income 
  • Uncovering new sources of income

To learn more about income in retirement, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.

1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit