Do you feel prepared to retire in Palm Springs or your Desert City of choice?
Retirement feels uncertain or even unattainable for many people, which may actually keep them from creating or maintaining their retirement plan.
If you dread examining your retirement funds or have already begun mourning that you “can’t retire”, it’s time to talk to California financial advisor Jim Lawless about retirement planning.
Jim works exclusively with fixed and guaranteed retirement planning tools, which provides a:
- Clear picture of your investments and assets
- Predictable path of financial growth
- Retirement plan that functions separate from changing markets
While no retirement planning tool is without risk, low-risk investments that are fixed and guaranteed can alleviate anxiety. This peace of mind allows you to plan with anticipation and excitement, knowing your finances align with your goals and needs for retirement in Southern California.
What Factors Impact Retirement Planning?
Peace of Mind
Are you looking forward to retirement with anticipation or dreading how your lifestyle may change? Jim Lawless can help you create your retirement plan in the Desert Cities.
If you have $100,000+ in assets, you need an estate plan. Jim Lawless specializes in the building blocks of estate planning in the Coachella Valley, such as revocable living trusts.
Does your family or business rely on your income? Get income protection in the Coachella Valley or Morongo Basin to provide for the people you care for when you can't.