Champion Financial
No matter where you are on your financial journey—just starting out or preparing for retirement—smart planning today can make all the difference tomorrow. At Champion Financial, we specialize in helping individuals at all stages of life make informed investment choices and implement strategies that combine both growth and protection for long-term success. As an independent financial services firm, we are committed to helping individuals and families prepare for, plan, and thrive in retirement.
Our approach focuses on creating personalized retirement strategies that blend investment and insurance solutions, offering financial security through income growth, asset protection, tax efficiencies, and legacy planning. We take a holistic approach to your financial well-being, ensuring that no matter where you are today, you’re on track for a secure and fulfilling future.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Tips to Avoid a Market Panic Reaction
Planning for retirement is never a “set it and forget it” activity:
There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans. If you’re concerned about your financial security as you near and enter retirement, assessing your risk tolerance, reevaluating your portfolio, and seeking professional advice could be a good idea.
