Let’s Co-Author Your Financial and Retirement Story

Personalized Services to Help Write Your Storybook Ending

We offer a range of financial and retirement services to help you prepare for the next chapter of life.

Risk Mitigation

When it comes to managing your finances and planning for retirement, risk mitigation is critical. Expected and unexpected risks such as inflation, market volatility, increased medical costs, an unexpected illness or disability and even death can derail anyone’s finances. It’s better to prepare for the “unknowns” while time is on your side. We can help clients manage financial risk in the following ways:

Make sure investments are aligned with risk tolerance so you are not over-exposed to the market.
Find the right life insurance policy to provide for a spouse or family.
Find the right long-term care policy in case of disability or illness.
Find the right annuity policy for asset protection and to generate a guaranteed income stream.

Investment Management

At Narativ Retirement, we assess your entire portfolio to make sure your accounts are working together and in your best interest. We will review your goals as related to:

Liquidity for short and long-term goals.
Combating inflation.
Risk tolerance.

401(k) Rollovers/IRAs

Most people have multiple employers over the course of a lifetime. When changing jobs or moving, it’s easy to leave 401(k) accounts behind. The downside of a “lost” account is it’s not actively working on your behalf anymore. Narativ Retirement can help with:

Consolidation via rollover and transfer of accounts.
Actively manage new accounts based on your goals.
Explain the pros and cons of rollovers and the different IRA types.

Retirement Income Planning

Retirement Income planning is the process of thinking through the various income streams available to a client once they reach retirement age. In a comprehensive retirement plan, we cover these items and others, specific to the client’s situation:

How to optimize Social Security earnings.
How to draw down funds from retirement and investment accounts.
How an annuity can provide an income stream you can’t outlive.
How other income sources from a job or rental property can impact planning.

Tax Minimization Strategies

Many people who save for retirement are not aware of their impending tax obligations when they access their savings. To complicate matters, tax laws are always changing. We can work with accountants and CPAs to make sure that:

You are paying your fair share and not overpaying.
Manage investments to reduce capital gains taxes.
Take steps to mitigate tax burdens when it comes time to retire.

Legacy Planning

Together, we build a legacy into your financial strategy to ensure assets are preserved, managed and safely distributed to your heirs, working with legal partners when necessary.

Ensure beneficiaries such as a spouse, children or a charity are correct on accounts in case of death.
Explain the various life insurance policies available, including whole life and term.
Work with legal partners to establish trusts, wills, power of attorney and medical power of attorney.

Don’t let uncertainty hold you back from your future retirement goals.

Your financial goals matter, and we’re here to help you achieve them! Contact Narativ Retirement to schedule a complimentary, no-obligation consultation. Let’s write the next chapter of your financial life.

Address:

10333 NE 1st St.

Unit 148

Bellevue, WA 98004

Phone:

(833) 627-2848

Contact Us

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered by registered individuals through CreativeOne Wealth a Registered Investment Adviser. CreativeOne Wealth and Narativ Retirement, LLC are unaffiliated entities.

Insurance products and services offered through Narativ Retirement, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency. Marketing materials provided by CreativeOne.

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