hOW TO cREATE AN INcOmE YOU cAN NEvER OUTlIvE

Chapter 23

CR ohoW t eAte

An InCoMe YoU CAn

neveR oUtlIve

By Ken anD lori heise

Just because we’re safe money people doesn’t mean we can’t have fun.
Just ask Daniel, who wanted to find a way to keep his money secure
after spending his career trading volatile stocks.

After a few too many losses, he came to speak with us. Once we told
him what we could do, he pushed his paperwork across our desk like a
stack of poker chips. “I’m all in!” he said.

Fast forward a few months, and Daniel began spending more time on
the golf course and less time in front of the TV, where he used to stare at
the stock ticker. “You gave me my husband back,” his wife told us. He
was having fun again, and she was too.

As safe money people, we don’t just work to make sure your money
stays safe throughout retirement. We work to help ease your stress. We
work to get you back on the golf course. We work to get you back living
life, not afraid of it.

We’re Ken and Lori Heise, a husband and wife financial team. We work
with retirees and those approaching retirement to make sure their sav-
ings and income remain a constant in their twilight years. We also help
them leave something to future generations.