Our Process

• Wealth Accumulation
• Wealth Preservation
• Income Distribution
• Wealth Transfer

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The Senior Planning Network Process

While many spend a lifetime building wealth, little effort is often spent on devising a plan to distribute accumulated assets once in retirement, and many are concerned that they may actually outlive their money in retirement.

The past 100 years have marked the greatest age wave in the history of mankind. At the dawn of the 20th century, average life expectancy was a mere 47 years. Today, the average individual can expect to live roughly 30 years longer*. This dramatic increase in longevity also greatly increases the length of time you may need to rely on your retirement income.

At Senior Planning Network, we believe that your retirement should be a time of celebration and reward for all your years of hard work, and with a guaranteed income plan in place, that’s exactly what it can be.

We specialize in creating income strategies that allow you to live comfortably with a predictable stream of income – year after year – no matter how long your retirement should last.

• Systematic Withdrawal Options
  
• Guaranteed Fixed Income Solutions
• Income Laddering Strategies

*U.S. Census Bureau, 2005

* Guarantees are based upon the claims-paying ability of the issuing company.
**A Shopper’s Guide to Long-Term Care Insurance, National Association of Insurance Commissioners, 2006

Annuities carry fees and charges and withdrawals are subject to taxation, including a 10% tax penalty for withdrawals prior to age 59 1/2.

Your individually-tailored plan is built to encompass all 4 essential phases of financial planning:

 

Investing involves risks, including the risk for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing.

Michael Jankowski is a registered representative of LaSalle St. Securities, LLC, a registered broker/dealer, and an investment advisor representative of LaSalle St. Investment Advisors, LLC. LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC. Senior Planning Network is not affiliated with LaSalle St. Securities, LLC. Securities offered through LaSalle St. Securities, LLC 940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC.