Question 1

How does Leaverton Life Financial help clients avoid common retirement mistakes?

Accepted Answer

Leaverton Life Financial's mission is to help clients avoid common mistakes that can drain their retirement savings. Their team of professionals works with clients to find a balance between protection and potential, managing the different risks associated with retirement.

Question 2

What is the difference between the accumulation phase and the consumption phase in retirement planning?

Accepted Answer

During the accumulation phase, the focus is on building wealth and savings for retirement. In the consumption phase, the focus shifts to developing a plan for income withdrawals in retirement to ensure the "rest of their life money" lasts a lifetime.

Question 3

What licenses and registrations does Leaverton Life Financial hold?

Accepted Answer

Leaverton Life Financial is licensed to solicit and sell life and health insurance, as well as annuities, in the state of Washington. Chris Leaverton, a financial advisor at the firm, offers securities and advisory services through Madison Avenue Securities, LLC, a registered investment advisor and member of FINRA/SIPC.

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How does Leaverton Life Financial help clients avoid common retirement mistakes?

What is the difference between the accumulation phase and the consumption phase in retirement planning?

What licenses and registrations does Leaverton Life Financial hold?

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