R. GRAHAM FINANCIAL

YOUR ASSET PROTECTION & INCOME SPECIALIST

SERVICES

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Asset Protection

We live in very turbulent times, and many are beginning to question how secure their Financial situation is. Because of the Volatility of the Market, some have wondered “Should I get out?”, and “Where could I go?” That’s where we come in. We work with clients to show them how they can not only protect the Retirement Assets from Market Downside but also how to grow their Retirement Assets on Market Upside. I like to tell clients that you don’t have to do anything with your Retirement Assets, but you should know what’s available.

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Income

No matter how you slice it the one thing that we all need in Retirement is income. However, we live at a time when there is a true threat of outliving your money. The simple fact is the people are living longer. At R. Graham Financial we show our clients how they can not only guarantee themselves income for life, but also how they can protect their spouse by having that same income cover their life as well. I would love to show you how that works.

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401K /TSP

We at R. Graham Financial help protect our clients' 401K/TSP Retirement Funds, and here’s why. This is money that is meant to supplement your income by means of RMD’s ( Required Minimum Distribution’s). I let clients know that as we move forward, so does inflation. This means that the income we receive from our Retirement Funds is that much more important as we get older. So the simple fact is, why wouldn’t you put it where it would last a lifetime. Let R.Graham Financial show you how.

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