Baby Boomers Have Become "ReDesigners"
If you have:
Saved diligently for retirement, experienced sharp declines in the value of your investments and your home, lost confidence in your ability to retire when you want, and struggled to decide how to proceed -- You need a Financial Life ReDesign
Tacoma, WA (PRWEB) May 14, 2009 -- Compelled by the dilemma facing millions of Baby Boomers who have seen their investments and retirement plans battered by the bear market and recession, independent financial professionals Gary Brooks and Allyn Hughes have given this group a new identity - the "ReDesigners."
They define "ReDesigners" as Baby Boomers who, prior to 2008, thought they were doing all the right things to pursue a satisfying, financially secure retirement. ReDesigners contributed to retirement accounts, lived within their means and looked forward to a certain lifestyle in retirement. Now, as a result of losses from the bear market of 2008-2009, they have lost confidence in their ability to retire when they want to. They must redesign their retirement planning and investments to align their money with their life goals and values.
Brooks and Hughes have written a consumer-friendly paper and built a web site with resources to help ReDesigners.
The paper: Financial Life ReDesign -- A Baby Boomer's Guide to Reclaiming Financial Security After the Crash provides an uncommon perspective into the challenges and opportunities presented to this group. The paper can be downloaded at http://www.FinancialLifeReDesign.com
The paper is a review and outlook that examines:
| | - How a ReDesigner's financial life is like Mount St. Helens before and after its eruption
- Key financial and societal trends that will lead to life changes for ReDesigners
- Seven ways ReDesigners may make their money last longer
- Seven important investment tips for ReDesigners
- Five key factors that ReDesigners should consider when assessing their particular situation
- Financial planning recommendations for high, moderate and lower-risk ReDesigners
|
"In our financial consulting practice, we've repeatedly seen this situation where people's life savings has collapsed and they are uncertain about how to respond and move forward from here," said Brooks, a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor.
"We wrote this paper and built the accompanying web site to help people put their situation in perspective, understand their opportunity to redesign their financial lives and, most importantly, take action based on an informed plan," said Hughes, a Chartered Financial Consultant®.
The FinancialLifeReDesign.com web site also features personas of ReDesigners who are facing different personal and financial situations and want to redesign their financial lives.
Brooks and Hughes have also created a personalized financial consulting service that specifically addresses the needs of ReDesigners. This goals-driven service provides sophisticated analysis that tests the probability of reaching goals and recommends "what if?" scenarios to adjust financial choices and investment options.
Brooks and Hughes are co-founders of Financial Life Design, an independent firm based in Tacoma, Washington. They work with clients throughout the U.S.
Contact Gary Brooks or Allyn Hughes at 888.530.7783.
CERTIFIED FINANCIAL PLANNER™ is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH COMMONWEALTH FINANCIAL NETWORK, MEMBER FINRA/SIPC. A REGISTERED INVESTMENT ADVISER.
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