Saving For Retirement

Laurus Financial focuses on helping retirees and pre-retirees develop strategies to create lifetime income and protect their money. We take a custom, personalized approach to help clients, and always have their best interests in mind.

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Our 3 Core Values

At Laurus Financial, our main priority is to help our clients create a strategy for reaching their retirement saving goals. Our 3 core principles when helping clients can be summarized as:

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Safety First

Protection of principal is our number one guideline when helping you formulate your retirement strategy.



You should also look for a reasonable rate of return** from your retirement account. We can help you find it.


Keep Things Simple

Lastly, you should also look for simplicity in your retirement strategy. It should be easy for you to understand.

Keeping Your Money Safe

A major concern for retirees is whether they can go the rest of their life without running out of money. The good news is, there are ways to protect the money you’ve earned, with earning reasonable returns** over time. This starts with developing a solid strategy. We can help you learn about options you may not have considered or even known about, to help protect your assets and reach your goals.

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What Makes Us Different?

Our team is highly committed to putting clients’ needs first.

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The strategies we offer take into account each client’s individual situation and goals. We may be able to help you with products that can help you achieve your long-term financial goals. We are a skilled and reliable team, dedicated to helping you succeed throughout your retirement.

Safety First

During your working years, you may have taken greater risks in an effort to accumulate more money for retirement. However, as you near retirement, you may have changed your mind about risky investments like the stock market. You may have started seeking options to protect your principal. You’ve worked hard for the money you have, you don’t want to lose it. We can help you create a financial strategy that protects your money.

Reasonable Rate of Return**

Generally, you should look for a reasonable rate of return** when saving for retirement. Some of the products we offer, namely annuities and certain life insurance policies, offer both protection of principal and a reasonable rate of return**. Getting you reasonable returns is our main goal aside from safety.

Keep Things Simple

Finances are inherently somewhat complicated. Your retirement strategy doesn’t have to be complex for you to understand, however. In fact, some of the best strategies are simple. You should feel confident when saving for retirement.

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Plan Your Future Success

You deserve protection for the money you’ve worked hard for. Our team can educate you on options to do this, that also provide other benefits to help you reach your retirement goals. Reach out to us to schedule a no-cost, no-obligation meeting and learn more.

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