Certified Financial Group, LLC · Retirement Education

Sequence of Returns

These eye-opening points could mean a difference of thousands of dollars to you in retirement.

You’ve spent years preparing for retirement. Take a closer look at why the order of investment returns can matter when you begin drawing income from your savings.

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Complimentary PDF Guide

Look beyond the average

Retirement changes the conversation about returns.

As you move from building savings to using them for income, it helps to look beyond a long-term average. Sequence of returns brings the timing of gains, losses, and withdrawals into that conversation.

Consider the timing.

Explore the concept of sequence of returns and why the order of investment results deserves attention as you prepare for retirement.

Think about income.

Consider how drawing from your savings changes the questions you ask about market fluctuations and your retirement income needs.

Start a conversation.

Use this topic as a starting point for discussing your income goals, available resources, and questions about the years ahead.

Your next step starts here

Give your retirement income a closer look.

Request your complimentary Sequence of Returns guide and take time to explore a topic that is easy to overlook when focusing on investment performance alone.

A focused retirement topic Take a closer look at the order of returns as part of your retirement income conversation.
A convenient PDF format Read the guide on your computer, tablet, or phone, and save a copy for future reference.
A starting point for your questions Bring your questions to a conversation about your goals and individual circumstances.

How to receive your guide: Complete and submit the form. After your submission is accepted, the PDF will open automatically for you to read or save.

Request your complimentary copy

Fill out the form below to access the Sequence of Returns guide.