Does Your Retirement Income Have an Airbag?

We'll Prepare a Retirement Income Diagnostic

Your retirement lifestyle depends on the "paycheck" you're able to generate from your savings and investments. But what happens if a market crash, recession, or sustained volatility hits your portfolio?

Just like a modern car has a seatbelt and airbag to protect the driver, your retirement strategy needs to protect you from the impact of uncertainty.

Do you have an "airbag" to cushion your income from the blow? Let's talk.

During your Retirement Income Diagnostic, we will:

  • Determine whether you have enough of an “airbag” to cushion your lifestyle from blows
  • Assess whether you qualify for any advanced income strategies to hedge against markets
  • Find out if you’re still on track for your ideal retirement (and what you need to do)
  • Evaluate your current strategies in light of the changing economic situation

Complete the form below to request your Retirement Income Diagnostic!

George Cattat
Four Oaks Financial LLC

As an Investment Strategist, over the past 20 years George serves as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.

Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

Request Your Retirement Income Diagnostic