The Retirement By Design Strategy

Planning By Design

(903) 918-4272

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The Blueprint For Making Your Money Last Your Whole Life...

A 5-Phase Financial Strategy designed to help retirees and near retirees…

Create Guaranteed income for life

Income that grows over the years to cover inflation

Protects you from market fluctuations

Structures your investments to potentially save you thousands in taxes

Design Financial

FREE REPORT REVEALS...

The Blueprint To Generating Reliable Income In Retirement...

A 5-Phase Financial Strategy designed to help retirees and near retirees…

Create Guaranteed income for life

Income that grows over the years to cover inflation

Protects you from market fluctuations

Structures your investments to potentially save you thousands in taxes

In This Free Template I’ll Show You…

The 9 Crucial Questions…

If you are in the position of being retired or nearing retirement, here is a list of 9 Crucial Questions for you to consider when choosing a financial advisor and retirement plan. Specifically, if you can not answer “YES” to EVERY question on this list then The Retirement By Design Strategy could add crucial weight to your financial security and retirement planning.

The 3 Foundational Financial Buckets…

Most financial strategies are good at either “Growing” your nest egg OR creating “Income” for you to live off… But NOT both…

The first step to financial security in retirement is to understand the 3 Financial Buckets that allow you to generate the income you need AND the growth you require to keep your nest egg in tact.

The Laddered Income Growth Strategy…

By mathematically combining multiple income generating tools, you can create an income producing portfolio that Grows over time… So the inevitable increasing cost of living doesn’t eat away at your standard of living.

The Retirement By Design Strategy...

By combining the 3 Financial Buckets with the Laddered Income Growth Strategy and our mathematical process we can create a tailor made strategy that allows you to generate increasing retirement income, cover for emergencies while keeping your nest egg in tact.

So you can achieve results like these…

Ed W.

Ed (a 66 year old retired industrial salesman) wanted to utilise the proceeds of a recent real estate sale.

He needed a supplemental $1000 of extra retirement income. He wanted to grow his nest egg while producing income… So he could leave money to his kids and grandkids… But was fearful of the stock market. We used our system we were able to generate the $1000 of extra income he needed… And have it grow to $1585 over 10 years.

At the same time we were able to set up his buckets to allow him to grow his initial $340,000 investment into a $500,000 nest egg he could leave to the kids and grandkids.

Norman L.

Norman, a retired professor, had a very low risk tolerance. As a result he was trying to use the $1000 from the 2.5% fixed income option of his 403b account to live off.

He desperately needed another $800 per month of income to live comfortably… But was worried that if he started withdrawing more income, he would deplete his nest egg and run out of money.

We used our Retirement By Design Strategy we helped Norman generate the $1827 per month he needed to live.... structured it in a way the allowed it to grow to $2872 per month over the next 10 years... while keeping most of his nest egg in tact.

Hi, I’m Ben Shackelford

... from Design Financial, and I've been helping American retirees and near retirees create financial security and peace of mind for their retirement for over 24 years.

I do this with my Retirement By Design Strategy that is delivered throughout the USA from our financial planning practice in Diana, Texas, where I live with my lovely wife Wendy.

Retirement By Design Strategy Report is a specific and detailed strategy that gives you predictable income for life. Income that grows over time, while keeping your nest egg safe.

Retirement By Design Strategy Report has been responsible for helping many of our clients enjoy their retirement years by specifically...

Protecting your retirement income so it WON’T be affected by a stock market downturn

Ensuring you never run out of income in old age

Setting up income so it automatically gets bigger over time

Structuring your investments to potentially save you thousands in taxes

AND allowing you to preserve some or all of your life savings balance throughout retirement… All at the same time

Without it, you’re at risk of losing money, running out of money or not producing enough income from your nest egg.

With it, you can get your nest egg working for you in a way that creates predictable income, that increases over time, while keeping your nest egg safe.

A Better Plan Is Just A Click Away…

The information presented here is not specific to any individual's personal circumstances. Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.