Retire Strategically

[FREE REPORT] Retirement Income: The Transition into Retirement

Recent market swings related to the coronavirus have caused many to question their plans for retirement. It’s more important than ever to map out all the implications of retiring, because retiring means a fundamental change in the way you look at your finances. You’re switching from a mindset focused on accumulating assets to one that’s focused on turning savings into an inflation-adjusted sustainable retirement income stream. Current market volatility isn’t a reason to panic, but it is a reason to plan.

Why You Need This FREE Report

Knowledge

Understand how you can manage risks to your retirement.

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Confidence

Be confident in your financial decision making.

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Guidance

Know where to get appropriate help.

The Importance of Understanding and Accounting for Investment Risk

Recent events have shown that market drops can be sudden, severe, and unpredictable. After the first quarter of 2020, the Dow Jones Industrial Average was down over 23% from its 2019 close, the S&P 500 was down 20%, and the NASDAQ was down over 14%.

Source: Based on data reported in WSJ Market Data Center

The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. The NASDAQ Composite Index is a market-value weighted index of all common stocks listed on the NASDAQ stock exchange. The performance of an unmanaged index is not indicative of the performance of any specific security. Individuals cannot invest directly in any index. Past performance is no guarantee of future results. Actual results will vary.

What You'll Learn

Available for a limited time only, this free report can help you get answers to these important questions:

Am I financially and emotionally ready to retire?
How much annual retirement income will I need?
How does Social Security fit into the picture?
What factors should I consider when making portfolio withdrawals?
What other factors (taxes, inflation, longevity, health care) should I think about as I transition into retirement?

Mature couple smiling outdoors, planning their transition to retirement.

Financial advisor discussing transition to retirement plan

5 Reasons to Work with a Financial Advisor

A financial advisor can answer questions about your specific financial needs.
Having someone who monitors the financial markets every day for you can be helpful. After all, you hire people to do things like cut your hair, fix your car, and tend to medical issues. Why not get some help when dealing with important financial issues?
The financial world gets more intricate every day, and legislative changes can have a substantial impact on your investment and tax planning strategy. A financial advisor can monitor these developments on an ongoing basis and assess how they might affect your portfolio.
A financial advisor can help you see the big picture and ensure that the various aspects of your financial life are integrated in a way that makes sense for you.
If you already have a financial plan, a financial advisor can act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic.

Note: There is no guarantee that working with a financial advisor will improve investment results.

Denise A. Jaehnke

President and Chief Executive Officer

Extended Personal Service, Ltd was founded in 1978 and remains an independently owned and family operated firm. During the last 42 years we have worked with the retirement population. We work with CPA's and with various law firms to create a team approach. This approach has created a comfortable atmosphere where clients can learn about asset preservation, tax planning, retirement and financial planning, estate planning and have their individual needs addressed.

We have helped clients cut their income taxes, reduce tax on Social Security, lower their estate taxes and and preserve their estates. We offer wealth transfer strategies, asset accumulation and preservation programs, retirement planning, income planning, multi generational and legacy building solutions.

Denise A. Jaehnke is an insurance and financial representative who holds a Wisconsin state-related license to offer insurance products as well as separate registrations for both securities and investment advisory services.

Through her many years in the financial service industry Denise has completed various educational courses on different aspects of financial services including retirement income planning, investment advisory services, and estate planning and asset preservation planning.

She belongs to the Society of Financial Professionals. The Society of ESP's mission is to advance the professionalism of credentialed members and those working toward achieving a professional credential in diverse disciplines so that they may better serve their clients' financial needs.

Denise is a qualifying life member of The Million Dollar Round Table, has earned a spot at Court of the Table and Top of the Table. This is the premier association of financial professionals.

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