We can help you Maximize Your Investments.
Will You Live Your Dream Retirement?
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What keeps you up at night?
Are you worried about:
- Knowing how much money you will need to retire?
- Running out of money in retirement?
- Market volatility wiping out your savings?
- Not having a clear plan to protect your income and lifestyle?
- Navigating healthcare costs, taxes, and inflation in retirement?
- Having a steady stream of income at your same standard of living or better?
- The Unknown.... not knowing what you don't know about your current accounts and plan.
You’re not alone.
- Many people nearing retirement feel overwhelmed by uncertainty.
- Without a solid plan, it’s easy to feel stuck, stressed, or unsure about the future.
What would happen if you don't take action?
Inaction can cause...
- You could outlive your savings, leaving you dependent on others.
- Market downturns could derail your retirement dreams.
- You might miss out on opportunities to maximize Social Security, pensions, or other income streams.
- Without a written plan, you’ll lack clarity and confidence about your financial future.
- Some simple tweaks in your retirement planning can make a HUGE difference for your Financial Freedom!Knowing how much money you will need to retire?
- A written holistic plan will help you no matter what stage you are in...
Do You have a Written Plan for your Investment Stage?
Imagine a Retirement where...
Imagine...
- You have a written plan that maps out your income, expenses, and goals.
- Your income is protected from market downturns and guaranteed for life.
- You have an investment advisory team you can count on.
- You feel confident about your future, knowing you’ve prepared for the unexpected.
- You can enjoy retirement without constantly worrying about money.
That’s exactly what I help my clients achieve.
As a financial and investment analyst specializing in retirement, I create personalized strategies that:
1. Protect Your Income: Safeguard your savings from market risks.
2. Guarantee Cash Flow: Create reliable, lifelong streams of income.
3. Provide Clarity: Give you a written roadmap to navigate the future.
4. Reduce Stress: Help you feel confident and in control.
People Don't Plan to Fail, they Fail to Plan.
Our Financial Needs Analysis will help you...
Help you...
- Have a Customized Plan based upon your goals and dreams.
- Have a Clear Written Plan knowing how all of your Streams of Income will work together.
- Know How much money you will need at Retirement
- Know that it will last you the rest of your life.
- Have strategies to protect your income and turn your investments into streams of income for life.
- Know strategies to lessen tax implications
- Know you have a Financial Advisory team that operates on the high level integrity principle of "We only do what's right for the client 100% of the time!"
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Our Team
Our team is local to Northern Colorado.
Bill loves helping clients customize retirement strategies so they can have peace of mind and move toward Finanical Freedom.
Investment & Securities licensed.
Bill is part of the Phil Hansen Advisory Team, in Loveland, CO.
Bill Stevens
Phil pasion is helping families achieve financial freedom and has been doing so for the past 18 years. He loves the hardest challenges. Phil has led the state of Colorado in new investments in the past years.
Phil Hansen
Financial Advisor
PFS Investments
Located in the Independent Financial Building
1401 S. Taft #102,
Loveland, CO 80537
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