top of page

Income Security

Secure a base level of income for retirement.

We help mitigate any potential risk that may surround your retirement income. We can secure a portion of your assets to generate guaranteed income for life.

Comfortable Retirement remains the #1 financial goal.

Americans of all income classes are concerned they will not have enough Income to secure their saving goals, monthly living expenses, and possible long-term care expenses. This has created a great deal of anxiety for many and has led people to look into their options to create a guaranteed source of retirement income.

Senior couple hugging

There are only 3 sources of guaranteed retirement income.

Government benefits, such as Social Security, and any defined-benefit pensions are the two common sources that annuitize your retirement wealth. Luckily, there is a third option available to increase your amount of guaranteed income above and beyond those benefits.

social-security-income-security.png

Social Security

Social Security replaces a percentage of a worker's pre-retirement income based on your lifetime earnings. The amount varies depending on earnings and when you choose to start benefits.

pension-income-security.png

Pension

Defined benefit plans provide a fixed, pre-established benefit for employees at retirement. With most of the responsibility and risk being to the employer, they are becoming increasingly scarce.

Third Option...

  • Tax-deferred Growth

  • Guaranteed Income

  • Asset Protection

Make sure you get the most out of your Social Security benefits.

It’s important that we analyze all of your available options in order to create the best strategy for you to receive the maximum benefits at your optimal retirement ages. 

Discover your unique 'optimal retirement age' strategy. We'll analyze your unique situation, test every scenario possible, and show you which claiming option will be the best strategy.

​

Compare optimal strategy against other claiming strategies. We'll show you how your optimal strategy performs against claiming at age 62, your full retirement age, and at age 70.

​

Receive a shortfall analysis on your retirement income. We'll show you if (and when) there will be a shortfall to your retirement income and present you with the best options for how to 'close the gap'.

In addition to maximizing your Social Security benefits, we can help you protect a portion of your money for income security in Retirement. 

​

Please contact us today to find out how!

RockStar Financial

San Diego, CA

  • White Facebook Icon
  • White Instagram Icon

 

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. 

​

Form ADV Parts 2 & 3

​

Privacy Policy

​

Insurance Licenses #0D41062 & #0F42950

​

The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.

​

Copyright © 2019, 2020, 2021, 2022, 2023, 2024 by RockStar Financial. All rights reserved.

bottom of page