Broker Check
Pre-Retirees and Retirees

Pre-Retirees and Retirees

For individuals between the ages of 55-65+, as you prepare for retirement, the focus shifts from asset accumulation to asset protection and preservation. During these years it is important to consider the many risk mitigation strategies to insulate your nest egg from market volatility and begin laying the groundwork for your retirement income plan.

Tonka Financial Utilizes ATS Software

The ATS strategy/concept draws upon years of academic research and mathematic calculations to address three important retirement facets. The strategy addresses retirement income needs, future inflation concerns, and addresses the overall risk of each client's unique situation. 

To generate these customized strategies, ATS utilizes a proprietary financial planning software exclusive to Cetera Financial Group advisors. 

The ATS software can be utilized as a stand-alone financial planning tool to illustrate a "roadmap" to retirement for clients, or as an effective implementation tool for other financial planning softwares. 

Many advisors that currently use Adviceworks financial planning modules use the ATS software to create compelling income strategies for their prospective or existing clients. 

The ATS software generates a concise client deliverable that is easy for both client and advisor to understand and reference during review meetings. 

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results. 

Schedule a Complimentary Consultation

Thank you!