Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, just 35 percent of pre-retirees have a plan for how much money they will spend each year in retirement and where that money will come from. Additionally, 65 percent are at least somewhat concerned that their savings and investments won’t keep up with inflation.1
That’s where we come in.
We use sound financial strategies to build a long-lasting retirement plan. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as necessary and build an income strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.
1 Greenwald & Associates. Society of Actuaries. May 2020. "2019 Risks and Process of Retirement Survey.” Accessed Feb. 22, 2021.
Retirement Income Planning
We can show you which types of investments may work best within your overall financial strategy to help provide sufficient income in retirement. Being able to fulfill your retirement goals is very important!
Investments & Wealth Management
You may be able to use time to your advantage when investing for wealth accumulation.
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance could be an option for you.
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be principally protected.
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Medicare Benefit Solutions
We are here to help you with your initial Medicare needs or to review your current coverage. We can assist you with Medicare supplemental insurance, Medicare Advantage Plans, Prescription Drug plans, long-term care, critical care, and individual health insurance.
We can help you determine if a rollover is the right move for you.
IRA Legacy Planning
If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.
We can also refer you to professionals who provide the following services:
GET INSTANT ACCESS TO OUR Retirement Planning Kit
Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
RISK QUESTIONNAIRE Is the way your portfolio is currently invested an accurate reflection of your current risk temperament?
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