Nunnally Financial ( Since 1979 )

Nunnally Financial ( Since 1979 ) Nunnally Financial - Retirement Planning
Since 1979 Helping Clients Reach Their Financial Goals

Conservative Retirement Income Planning Strategies
Specializing In Tax Favored Wealth Accumulation,
Wealth Preservation & Tax Efficient Asset Distribution
Life Insurance, Disability Insurance
And Long Term Care Insurance

04/13/2023

If you are in Retirement or Planning to Retire in the next few years
( 1-10 years ) and your Advisor recommends the "4%" rule, I'd like to have the opportunity to show you alternate options.

Give me a call at (804) 980-7580. The Initial meeting may only take about 30 minutes of your time and there is never a fee. If you like my information and would like to pursue this further there is still never a fee.

10/08/2021

As far as I know, the market is out of control.

You do realize if your account drops 25% today and is up 25% tomorrow, you are not back to square one. You would need about 34% tomorrow to get you back to where you started.

If the market has you nervous now, contact me to schedule a time for a review of your Retirement Options.
(804) 980-7580 or [email protected].....
www.NunnallyFinancial.Com

04/29/2021

Thursday, 4/29/21

If you are in or near Retirement you probably have a portion of your assets earmarked to provide a fixed income to cover your fixed expenses, ie: Mortgage, Auto, Boat, Utilities, etc. and the flexibility to adjust as needed.

I would like to show you how you can provide the same income with Less Assets OR more income from those same assets you are currently using.

It doesn't cost you anything but a little time to find out.

Contact me for more information on this.

(804) 980-7580 OR [email protected]

01/05/2021

$500,000 @ 3% Annual Withdrawal = $15,000 Annually
$500,000 @ 5% Annual Withdrawal = $25,000 Annually

To Equal $25,000 Annual Withdrawal @ A 3% Withdrawal
Rate You Need $833,333

Contact me to explain.
(804) 980-7580

09/25/2020

What do you want your Retirement Plan Assets to do for you?

1) Generate More Retirement Income From Less Assets
2) Provide Tax Favored Growth
3) Guaranteed Lifetime Income for you or you and your spouse.
4) Protection Against Negative Volatility
5) Take Advantage of Positive Markets
6) Legacy For Your Heirs
7) An Asset that continues to increase even in Declining Markets.

Contact me for more information: (804) 980-7580 or
[email protected] or www.NunnallyFinancial.Com

Retirement Planning, Long Term Care Insurance, Life Insurance

04/23/2020

Who thinks Taxes will be lower in the future? Neither do I.. The Stimulus has to be paid for somehow. It sounds like free money but I believe it's more like a LOAN.
A Roth IRA may be in your future. Invest with After Tax Dollars BUT,
the Account GROWS TAX FREE and DISTRIBUTED TAX FREE. Also you are NOT FORCED to take Distributions like a Traditional IRA. In addition, there are numerous investment vehicles that will allow you to Invest your Roth IRA.
To see if you Qualify for this and discuss how it may benefit you,
contact me at Nunnally Financial Services....(804) 980-7580 or
[email protected].
Web: www.NunnallyFinancial.Com
A Roth IRA could save you many dollars in the future.

01/20/2020

NOT ALL FEES ARE A BAD THING.....Sometimes it seems as if fees are just fees. "Destination Fee", "Restocking Fee" or a "Service Fee". Other fees actually provide a service such as
some fees associated with Certain Investment Vehicles.

How about a fee that Guarantees no matter how much you earn, you're Guaranteed not to lose what you earned. When these vehicles came out 20 some years ago I began offering them immediately. I have been in this business 42 years now and these investment vehicles, in my opinion provide a benefit worth every penny of the fee involved. It's like Insurance on your investment.

I started using these Investment Vehicles because I don't like to lose my money or my clients money. Send me an email at [email protected] or call, (804) 980-7580 and let's set a time to meet and I will explain how these investment vehicles have a place for some portion of your Retirement Portfolio.

I look forward to hearing from you.

09/27/2019

For your Retirement Income Assets.....It's been a long Bull Run. Consider Locking In some of your gains, continue to run with the Bulls as long as they keep running and when they stop, the Bears won't get you. Let me explain….
(804) 980-7580 or [email protected]

09/05/2019

Higher Guaranteed Lifetime Income Payout Percentages means you need Less total assets to provide Greater Income.
804-980-7580

Address

5310 Markel Road, Ste 111
Richmond, VA
23230

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm
Sunday 7am - 10pm

Telephone

+18049807580

Website

Alerts

Be the first to know and let us send you an email when Nunnally Financial ( Since 1979 ) posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Nunnally Financial ( Since 1979 ):

Shortcuts

Share

Category