Bryan Daly discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits.
Listen to the interview on the Business Innovators Radio Network:
Daly explained that ”I am so excited to bring this education to help people understand one of the most vital resources in retirement: their Social Security. At New Life Financial Alliance (NLFA), your dreams matter. We believe your financial success is achievable no matter your current situation or economic status. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice.
“Our mission, to help build and protect wealth for people from all walks of life, so you don’t have to go it alone. Your NLFA associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter your goals, it’s essential to start taking control of your money now and allow it to begin working for you. Your better tomorrows can begin today.”
You can accumulate wealth and generate income in retirement. The goal of a financially secure and comfortable retirement is possible. By combining the proper social security claiming strategy, the judicial use of annuities within qualified plans, a partial Roth conversion tactic, a properly structured Indexed Universal Life Insurance policy, and other financial Instruments, a synergistic effect can be created that could minimize exposure to market risk, assure the continuation of tax-efficient income, significantly increase the after-tax amount received.
Video Link: https://www.youtube.com/embed/WaFsXh9nBdg
About Bryan Daly
Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.
Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client’s interests above all others.
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Advisory Firm
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.