Lucas Flores, Financial Planner, Resource Financial Planning, Inc.

To protect your business and grow your asset, focus on minimizing risk, growing value, and prepare to cash out when you're ready. I can help. Let's connect.

The age friendly institute found that financial concerns rank highest on list of stressors for older Americans. Let’s see if adding an annuity can simplify things while adding reliability to your plan.

The goal: to protect your savings from taxes, inflation, and market volatility.
A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how.

blog.massmutual.com

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement. Let's talk about your plans.

Are you a family-first business or a business-first family? Knowing what drives you can help inform your plans for the future. Take the business owners quiz to find out: https://massmutual.jebbit.com/kgq5ize3?draft=true.

It’s important to understand where you stand when it comes to your retirement. Let’s get together and use this retirement calculator to determine if your retirement goals are on track: https://www.massmutual.com/financial-wellness/calculators/retirement-income-gap-calculator.

Women generally have more anxiety around saving, and for good reason - women typically live longer, earn less, and are more likely to sacrifice their own financial well-being to support their loved ones. Let’s make sure you’re making the right moves to reach your goals.

Regardless of when you decide to retire, you should have a plan that helps cover your expenses. Let’s make sure your retirement income can cover your spending.

https://blog.massmutual.com/retiring-investing/soaf-retire-early?

When there’s an opportunity to expand your business through a merger or acquisition, you need to be ready. I can help position your business for success with access to flexible business financing solutions designed to fuel your growth.

https://blog.massmutual.com/retiring-investing/annuity-history-quiz.

Everyone has different ideas on what makes for a strong retirement. Let’s talk about your ideal plan and see if an annuity can improve your retirement outcome.