Retirement Planning
An integrated approach to income, risk management, and long - term financial security.
Retirement planning is not about choosing between insurance or investments. It is about coordinating multiple tools into a unified strategy designed to support income, stability, and flexibility over time.
At Majestic Wealth Builders, retirement planning may include:
- Market-based investment strategies
- Protected income solutions
- Tax-aware planning
- Insurance-based risk management
- Employer-sponsored retirement plans
Our Retirement Planning Framework
1. Retirement Income Strategy
- Social Security coordination
- Pension analysis (if applicable)
- Income gap identification
- Lifetime income planning
2. Investment & Market Exposure
- Mutual funds and ETFs
- Variable annuities
- Registered Index-Linked Annuities (RILA)
Investing involves risk, including possible loss of principal.
3. Protection & Stability
- Fixed indexed annuities
- Life insurance
- Long-term care strategies
4. Employer Retirement Planning
- 401(k) rollovers
- 401(k) plans for business owners
- Plan reviews and transitions
Who This Is Designed For
- Pre-retirees(50–65)
- Retirees seeking income clarity
- Business owners
- Corporate professionals
- Families planning multi-generational security
