Takota Batemon
Regional Director | Financial Professional
- Role
- Regional Director at Universal Retirement
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Takota Batemon
Most people I speak with have done the right things financially.They’ve saved consistently and contributed to their employer retirement plan.Yet they still don’t have clear answers around retirement income or timing.They ask questions like:• When can I realistically retire?• How much income can I safely count on each month?• How long will my money last?And the answers still aren’t clear.That’s where I come in.I help individuals and families turn scattered retirement accounts, assumptions, and tax rules into a coordinated retirement plan they can actually understand and rely on.Instead of focusing on products, I focus on outcomes.I build retirement blueprints that show:• what age retirement is realistically possible• how much income you can count on each month• how long your money is projected to last• where unnecessary market or tax risk exists• what adjustments actually improve the outcomeMost people come to me feeling unsure or overwhelmed. Not because they’ve failed, but because no one has ever tied everything together clearly for them.My role is to simplify the complexity, explain the tradeoffs, and help you make decisions you feel confident about.If you value clarity, straight answers, and a plan built around your life rather than a product, we’ll work well together.If you want to walk through your numbers or get clarity on where you stand, feel free to message me.
Experience
Regional Director
Jan 2020 — Present
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