Victor Lee, Financial Planner, Pleasanton, CA Videos

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options. Source: LIMRA, Small Business Owners Consortia Study, December 2023

You can’t predict the future, but you can plan for it. Let's talk about the right strategy for you.

Retirement plans aren’t just for big companies. Let’s talk about all your options.

You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your unique goals and risk tolerance.

Today women control more than $10 trillion household financial assets—you’re just getting started. Let’s talk about managing that wealth.

For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. Let's talk about your options.

Your business is your biggest asset. Let’s talk about ways to protect what you’re building.

Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchase cost over time. Is dollar-cost averaging right for you? Learn more: https://blog.massmutual.com/retiring-investing/dollar-cost-averaging.

Living comfortably in retirement takes planning. Let’s talk about ways to protect and grow your nest egg.

For whatever changes your life brings, count on the guaranteed lifetime income of annuity for a more secure financial future. https://www.massmutual.com/retirement/annuities.

If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio assets. https://fieldnet.massmutual.com/public/financialplan/pdfs/mi1560.pdf.

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and risk tolerance to ensure you have the right mix of assets to help you achieve your dreams in life.

And for good reason — life insurance can help secure your financial legacy for the ones you love. Talk to me to learn how.

And for good reason — life insurance can help secure your financial legacy for the ones you love. Talk to me to learn how.

Follow-up question: How will you fund it? Many business owners overlook permanent life insurance as an option. Talk to me to learn more.

When you’re retired, bumps in the market can have a serious impact on your savings. Learn more about navigating market risk and talk to me about ways to secure your income. https://fieldnet.massmutual.com/public/financialplan/pdfs/fw1055.pdf.

But only 14% own disability income insurance. Let’s talk about how coverage can help protect you and those who depend on you.

How about you? Make a plan for your future that puts your financial goals in reach.