Starting with EDUCATION, True Classic Wealth is here to help anyone that is disappointed with their retirement plan, frustrated with the market volatility or scared to run out of money in the golden years. Are you concerned about the stability and efficiency of your retirement plan? Wondering if it's vulnerable to market volatility, potentially jeopardizing your financial security? You're not alone. Even Ted Benna, the "father of the 401(k)," has expressed doubts about the system he helped create.Rewind 46 years, and we see the birth of the first 401(k) plan, approved by the IRS. Initially hailed as a revolutionary step for retirement savings, it's now time to ask some hard questions. Was the 401(k) merely a Wall Street strategy to shift retirement risks onto individuals? A replacement for more secure, peace-of-mind-providing plans?Consider the previous generation: no 401(k)s, just pensions. Reliable, worry-free retirement income that lasted a lifetime, unaffected by market downturns, often untaxed. Fast forward to today: we rely on 401(k)s with no guarantees, fully exposed to market whims, and what's worse, they're fully taxable, even in loss-making scenarios.It's not far-fetched to think that perhaps Wall Street didn't fully align with the average American worker's interests. However, there's a silver lining. What if you could still secure a retirement income that's untaxed and guaranteed, reminiscent of the traditional pensions our grandparents enjoyed?This isn't about navigating the limitations of Roth IRAs, Roth 401(k)s, or delving into the complexities of annuities. I'm talking about a different path altogether.My clients come to me when they:✅ Want to get the optimal protection for their family and lifestyle✅ Want to reduce risk of increasing taxes✅ Want to create more spendable wealth✅ Want more consistency and control with predictable, positive outcomesYet you spend much of your time stressing about the ups and downs of your financial future and not enough time focusing on the things you love with the people you care so much about.That’s where I come into play.I am here to help reduce the risks and improve the outcomes in your financial future.If you’re ready to challenge traditional thinking and take a better approach to managing your wealth then I invite you to send me a message here on LinkedIn or schedule a 15-minute introductory call where we can chat about your specific needs.Here is my Calendar:https://calendly.com/tonydesantis/15min?
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