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Clark R. Anderson, CLU®, CFP®

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San Diego, CA 92121
Phone:
  • 858-964-2104
Fax:
  • 858-554-1106

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Calculators

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Clark Anderson has been in the business of providing high-quality insurance and financial services for his clients for over 39 years, and has industry experience in the financial services field. As a Senior Financial Representative with Principal Life Insurance Company, he has a proven ability to help match the right product with the needs of his clients.

 

 

2018 Tax Information

 

Can You Have the Retirement You Want?

The true power of your Retirement Lifestyle Plan doesn't come from doing it once and forgetting it. Planning is an ongoing process. Your plan should be reviewed and updated at least once a year, and more often if you have significant changes in your Goals. Updating your plan regularly is the best way to put current events in perspective, decide what changes are appropriate, and strengthen your confidence in the future. See below for the Six Easy Steps to Creating Your Retirement Lifestyle Plan, and contact me to discuss your Financial Planning options.

1. Identify all your unique Goals and select the Importance of each.

2. Identify the resources that will help fund your Goals.

• Income Sources
• Investment Assets
• Savings
• Other Assets

3. Determine the balance of Risk and Return that is right for you.

4. Create your personal Retirement Lifestyle Plan.

5. Review and discuss your Plan results.

• See how you're doing now
• Determine how to get into your Confidence Zone

6. Implement your Action Items.

• Establish the proper savings strategy
• Implement an appropriate Asset Allocation strategy for your Investment Portfolio

 

 

 

 

 

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck