"Only 21.8% of adults had an employer pension plan…

Source: 2014 Federal Survey, federalreserve.gov; 2015 Report on the Economic Well-Being of U.S. Households in 2014.

01

Secure Your Income

Essential & Discretionary

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02

See Where You Stand

How prepared are you?

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03

Build Your Portfolio

Income, Investing & Liquidity

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Let's Get Started

In a few steps, separate your expenses into "essential" and "discretionary". Our philosophy to achieve a secure retirement is to then use the proper assets to secure the long-lasting funding of each through guaranteed income sources and a solid approach to low-cost, responsible investing.

01

Secure Income You Need

Use guaranteed sources

Create a guaranteed income floor. This amount represents the lowest amount your income can be and still be able to pay your essential living expenses.

Essential Expenses

Essential expenses are considered to be your basic living needs, the must-haves for quality of life. Satisfy these expenses with guaranteed sources of income such as Social Security, Pensions and Annuities.

  • Food
  • Shelter
  • Utilities
  • Transportation
  • Clothing
  • Healthcare
  • Insurance
  • Personal Care

Top Three Results

To provide you with a private pension paying $8,000.00 per month for your lifetime, the best possible rate will be from one of these three companies. Select "Next" to see your new portfolio allocation.

02

For Income You Want

Use money you've saved

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Discretionary Expenses

Discretionary expenses are those things you could do without, but would prefer not to. Meet these expenses with income from Personal Savings, Investments and perhaps Wages if you intend to work.

  • Travel
  • Hobbies
  • Recreation
  • Entertainment
  • Family
  • Charity
  • Dining Out
  • Memberships
A Successful Retirement Strategy Takes A Solid Plan

Top Three Results

To provide you with a private pension paying $8,000.00 per month for your lifetime, the best possible rate will be from one of these three companies. Select "Next" to see your new portfolio allocation.

Option 1
A+
Option 2
A
Option 3
A
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A Successful Retirement Strategy Takes A Solid Plan

Consider The Impact of Investment Risk in Retirement

The market continually rises and falls, but a down market when you're in retirement can reduce your income, deplete your assets & ultimately affect how long your money will last. Once your income plan is determined, a responsible approach can include optimizing costs and diversifying across a wide range of investment classes.

Portfolio A
Moderately Conservative
0.25%
Yearly Asset Based Fee
Portfolio B
Balanced
0.40%
Yearly Asset Based Fee
RECOMMENDED
Portfolio C
Moderate Growth
0.50%
Yearly Asset Based Fee
Portfolio D
Moderately Aggressive
0.55%
Yearly Asset Based Fee
Portfolio E
Aggressive
0.95%
Yearly Asset Based Fee
Portfolio Allocation: Select Select Confirm Select Select
Large Cap Equities: 9% 12% 20% 30% 30%
Mid Cap Equities: 4% 12% 22% 26% 27%
Small Cap Equities: 11% 15% 18% 28% 31%
Utilities: 5% 10% 10% 10% 11%
High Yield Bond: 10% 11% 8%
Multisector Bond: 14% 10% 5%
Floating Rate: 10% 12% 8%
Short Term Bond: 32% 14% 6% 5%
Cash & Equivalents: 5% 4% 3% 1% 1%

Disclosure: Diversification does not guarantee a profit or protection against losses in declining markets.

Hybrid Investment

To provide you with a private pension paying $8,000.00 per month for your lifetime, the best possible rate will be from one of these three companies. Select "Next" to see your new portfolio allocation.

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We're Great At…

Creating Guaranteed Income1

It's important because experts suggest you’ll need 85% or more of your current income to continue your lifestyle when you retire. They also suggest spending 4 to 5% a year, adjusted for inflation, in order to sustain portfolio withdrawals for a period of up to 30 years or longer.

What we do?

We do things differently

We are dedicated to helping you build a guaranteed1 income plan to cover essential expenses. Then, we can turn our attention to low-cost, responsible investing.

I ncome is the fuel for lifestyle in retirement. Once we create a stable foundation of income, the burden of risk against assets can become significantly less. Supplementing one of our fee-based investment portfolios with a private pension* sounds like a great way to secure your retirement.

*Private Pensions are typically funded by longevity, income & qlac annuities - or income riders issued and guaranteed by life insurance companies. Benefits are not insured by the Pension Benefit Guaranty Corporation (PBGC & PBGC MEP).

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PRIVATEPENSION.COM
Why PRIVATEPENSION.COM rocks!

Our awesome core competencies

We're another brand of the Financial Trade Center™ family of companies. Providing high quality, conflict free financial advice for twenty-nine years.

PENSIONROLLOVER.COM™

Out of box thinking and top notch advice when it comes to your money.

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PENSIONLIFEINSURANCE™

Create your income plan, now let's insure it by using tax-free life insurance to take care of your family.

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ROBOADVISOR.COM™

Big time access to logic and algorithms intelligently fused with experienced advisor DNA.

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HYBRIDINVESTMENT™

Integrating annuities into an investment plan is nothing new. Using our innovative technology to get it right, brilliant!

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What we're all about…

Choose Financial Trade Center™

Because since 1990, we've lived a philosophy of helping our clients solve their toughest financial problems - while delivering high quality, unconflicted investment advice.

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What we'll do

We'll help to improve your overall finances and provide greater peace-of-mind.

We are dedicated to providing you with the best experience possible. Read below to find out why the sky's the limit when using PRIVATEPENSION.COM.

Create Guaranteed Income

Without clarity, you send a very garbled message out to the Universe.

Low-cost Investing

We know that the Law of Attraction says that we will attract what.

Provide Liquidity

we focus on, so if we don’t have clarity, we will attract confusion.

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