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About Statera Retirement

Statera Retirement from its foundation was built differently. Instead of accepting the “status quo” of the retirement strategies out there we asked ourselves the question, “Could there be a better way?” In doing so, the Statera Method was developed to look at retirement in a different light. Unlike the “withdrawal method” or “4% Rule” that uses your portfolio to hedge all of the retirement risks, the Statera Method looks at the retirement risks individually, and then in coordination with each other, to figure out the best balance in order to allocate your funds. As you get closer to retirement, your priorities change. You’ve spent a considerable amount of your working life accumulating a sufficient nest egg, but now you have reached the point where you must focus on preserving what you’ve accumulated. When retirement starts and your working income stops the day-to-day expenses continue, and it is from this nest egg that you must generate or replace your income. To effectively meet such needs, you need a strategy to help manage the different risk factors that can affect your retirement. Just like a fingerprint, everyone's retirement is unique. Every plan is personalized and designed to meet your needs, risk tolerance, and is properly positioned to hedge the retirement risks. The key to building a sound retirement plan is to have a proper balance between all of your assets to hedge these risks. Lastly, this is not a “set it and forget it” plan. Life does not happen in a straight line. Markets go up and down, income needs change, and inflation varies. As part of our model, we have a proprietary algorithm that analyzes your personal situation each year and helps keep you in balance throughout your retirement journey. Licensing: https://www.stateraretirement.com/licenses CRN202809-9485041

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