Schedule a Meeting

Retirement Income Strategies

Worried about outliving your money? For a married couple age 65 there is a 50 percent chance that at least one spouse will live to age 94, and a 10 percent chance that one will live to age 104.1 This means that you may need to plan for your retirement savings to last 25 to 30 years — all the more reason to develop a retirement income strategy designed to last a longer lifetime.

Our team of advisors can help you design a retirement income strategy using guaranteed income* from annuities, tax free loans from life insurance, and appropriate investments that align with your risk tolerance and target goals. Through our 3-Step Retirement Roadmap Review we will conduct a thorough financial analysis alongside learning about your lifestyle objectives, then provide a retirement income plan that is tailored to you.


1 RD Marketing Group. 2013. “AG Secure Lifetime GUL with Lifestyle Income Solution.” Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice (analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements).

*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.


Get access to our helpful retirement toolkit which includes several guides that address topics you should consider when planning your retirement.

retirement toolkit mockup

Get Your FREE
Retirement Toolkit Here


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Form CRS | Privacy Policy | Terms of Use

Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.