How much risk should I be taking during retirement?

  • There are three phases of everyone's financial life: Accumulation, Preservation and Distribution. When entering retirement, you are moving from the "Accumulation" phase of life in to the "Preservation" phase of life.

  • Do you need your investments to produce income outside of pensions or Social Security? Do you hope to pass the bulk of your money on to your loved ones and beneficiaries? Determining a proper safe to risk ratio in retirement is a pivotal part in protecting your assets and producing reliable income in retirement.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I find a financial advisor?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Wealth Accumulation


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Asset Protection


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Tax Minimization Strategies


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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Investment advisory services are offered through Brookstone Capital Management LLC, an SEC Registered Investment Adviser. Legacy Capital Planners, LLC is independent of Brookstone Capital Management, LLC.