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Learn how we can help you feel more confident about your retirement plan.
Video Duration: 1 minutes 15 seconds
Tony Medrano:
Hi, I'm Tony. I'm a retirement income specialist with USAA. Retirement is a highly anticipated time in many people's lives. It's your time to focus on the things that you want. It's also a time that requires planning. After all, today's retirees can expect to live on average 20 years or more.
While plenty of materials exist on how to save for retirement, there is not much advice on how to transition your nest egg into a retirement paycheck. True freedom in retirement comes from being able to do what you want when you want.
Aside from savings, are you prepared to live your best life in retirement?
Description of visual information: [What to expect] End of description.
We are here to help. Together, we'll spend some time understanding your needs, wants and wishes in retirement years. We'll develop a strategy that will help you navigate unforeseen risks providing a more enjoyable retirement.
There are many risks to consider, such as changes to Social Security, overspending, inflation, and unexpected medical expenses. In our meeting, we'll confirm if you're on track, if you can retire early, or need increased savings to cover a shortfall. We want you to come away feeling confident about your retirement income strategy. Schedule a call for a time that's convenient for you or call us directly.
Description of visual information: [Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.] End of description.
Whether you’re just starting to save or well on your way, we can help you create a plan to live the life you want in retirement. Check out our tips and tools to make sure you’re on the right track.
Set up a complimentary retirement review with our Retirement Income Specialists. They’ll talk to you about your financial goals and annuity options, and help you create a plan.
For TTY devices, dial 711
Note: Days and times may vary