A Reputable Retirement Expert
As a financial advisor, Pat Baxter has assisted numerous and varied clients in reaching their financial and aspirational retirement goals. She believes that the ideal way to create a "set it and forget it" retirement plan is to, foremost, make sure that "guaranteed lifetime income" is at the core of the overall planning strategy.
Most people worry about outliving their assets, and they should, based on today's statistics and realities. During our working years, our primary reason for earning a living is to maintain guaranteed income. However, when we retire, most of us simply hope our assets will create the financial resources we need for a lifetime.
A Plan You Can Trust
Ms. Baxter believes uncertainties about retirement income creates unnecessary stress and depletes the potential of fulfillment during the retirement years. To address this predicament, she teaches her clients how to experience and increase retirement contentment by removing the concern of outliving one's assets. She utilizes various investment and financial strategies to resolve this issue.
By employing a holistic approach to retirement planning, Ms. Baxter allows individuals to focus on their retirement goals, hobbies, family, and the other important aspects of their lives. Ms. Baxter truly believes that everyone can enjoy a successful retirement with the right strategy, education, and belief.