Safe Secure Retirement Planning

Guarantee your retirement income for life!

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Enjoy the Journey

Live Well

Guarantee Your Income for Life

 Free Retirement Report Reveals

 

  1. How much money will you personally need to retire?
  2. Should you move your money from your company 401k or pension?
  3. How much money should you have in stocks, bonds, mutual funds or annuities?
  4. At what age should you begin taking money out of Social Security?
  5. How much income will your retirement accounts & Social Security pay you each month?
  6. Will your income be reduced if your spouse passes away?
  7. How do you ensure that your income is guaranteed to last your lifetime?
  8. What is the number one risk for all retirees?
  9. What is the best way to pass on your estate to your heirs?
  10. How long will your money last?

Can’t wait for your free report?

Call our office 1-888-763-3088 and speak with one of our very knowledgeable Certified Financial Planner professionals.  Each CFP® Pro has over 30 years of experience helping people just like you retire successfully. We have spent thousands of dollars on software and analytical tools to answer all of your financial and retirement questions for you. This will save you time and money.

 

Sample of our Wealth Management accounts

Cowdell Investments & Insurance, LLC

Cowdell Investments is a full service Financial Planning and Investment Advisory firm that specializes in Retirement Planning. We are dedicated to putting your needs ahead of corporate profits. Our Certified Financial Planner professionals and associates are available to assist you with your financial goals.

 

Your Golden Years

Risk vs Reward
How much risk are you taking with your money? Are you being properly rewarded for the risks that you are taking? It’s fine to take some risk with your money when you are young but as you age it might not be such a good idea. It is very difficult to retire if your nest egg suddenly takes a 20 to 50% loss. It is also challenging to maintain a steady income stream once retired if your retirement account suffers large losses.

How much of your money should be in the markets? How much should be in income or annuity accounts? What is the correct balance of risk vs reward for your personal situation?

At Cowdell Investments we help our clients assess risk vs reward then design a plan to lessen risks and increase real net returns. We also help our client’s get out debt quickly so that they can enjoy their retirement years sooner. Once retired our client’s are able put their income on auto pilot so that they can travel and enjoy life knowing that their income is guaranteed to last a lifetime.

Golden Years or Rusty Years?
How and where you invest your money during your retirement years will in large part determine if you enjoy your golden years or struggle to make ends meet.

Retire Rich
What does is mean to Retire Rich? It means that you have no debt and suffient assets that will generate income to last your lifetime.

 

Mark P. Cowdell, CFP

Mark P. Cowdell, CFP

President & CEO

Founder of Cowdell Investments
& Retire Rich Today

 

 

Cowdell Investments & Cowdell Agency

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