SERVICES
RETIREMENT STRATEGIES
Retirement is not a one size fits all process.
Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Spectra Asset Conservation, we help you establish a strategy that if followed, will help ensure you don't outlive your money.
We have a full suite of services to help you down your financial path including but not limited to:
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Lifetime Income Strategies (Income Allocation)
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Traditional IRA
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Roth IRA
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401(k) and 403(b) Considerations
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Defined Benefit Plans
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Fixed Annuities
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Fixed Index Annuities
Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an insurance product or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser. Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.