Don’t let an incomplete retirement income plan drain your savings dry!
Watch this video to find out how a Retirement Income Plan custom-tailored for your unique situation can keep your retirement from ending prematurely.
Learn more about Mark
Mark Barefield has years of experience helping people like you pursue the retirement they want. If you would like to learn more about Mark, watch this podcast!
Concerned about maintaining your income in retirement?
Download our comprehensive ebook and equip yourself with essential knowledge, practical strategies, and income diversification techniques for a financially stable retirement.
WHAT YOU WILL GET FROM OUR EBOOK
Our Ebook contains 13 pages bursting with information about how you can leverage your retirement income into 3 different “buckets” that aim to maximize its effectiveness.
The short-term emergency bucket is designed to provide you with a safety net in case unexpected expenses or emergencies arise.
The second bucket of money in your retirement planning is your income budget. This bucket is crucial for covering your regular living expenses and maintaining your desired lifestyle throughout retirement.
The third bucket of money in your retirement planning is the growth bucket. This bucket is often overlooked but is crucial for ensuring that your retirement income needs are met over a long period, typically spanning multiple decades.
A Holistic Approach to Your Finances
If you are tired of cookie-cutter financial plans that miss your unique opportunities, Schedule a strategy session with us today!
Say goodbye to putting your future in the hands of an algorithm and hello to knowledgable and personal guidance based on your unique goals, aspirations, and situation!
Check out what sets us apart from the rest below:
Traditional Financial Planning
- Retirement planning
- Cashflow analysis
- Estate planning
- Everything other financial planners offer PLUS:
- Measurable Action Plan (MAP)
- Tax Strategies Planning
- Employee Benefits Review
- Family Education Planning
- Advance Estate Planning
- Access to trusted outside advisors
- Succession Planning
- Executive Compensation Planning
- Professional Network Collaboration
- Assets allocation analysis
- Trust Services review
- Business Planning
- Foundation and Endowment Guidance
- Account Aggregation Tracking
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The Right Team for the Job
Have any questions or concerns about your finances? Our Financial Professionals have over 20 years of experience creating holistic, custom-made financial plans for all types of situations. Please feel free to reach out if you have any questions.
6213 98th Street
Lubbock, TX, 79424
Mon-Fri: 9am – 5pm
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Alpha Capital, LLC, a registered investment advisor. Alpha Capital, LLC and Alpha Capital Strategies are separate entities from LPL Financial. Alpha Capital Strategies LLC and the “logo” are registered trademarks. This material is for educational purposes only and not intended as a recommendation for any particular product, and is not intended to provide, and should not be relied on for, accounting, legal, investment, or tax advice. Individuals are encouraged to seek advice from their own advisors.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.