Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, only 27% of American workers are very confident that they will have enough money for a comfortable retirement.1 Additionally, an estimated 61% of American workers report feeling stressed about preparing for retirement.2
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
* 1 Employee Benefit Research Institute. April 23, 2020. “2020 Retirement Confidence Survey Summary Report.” https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7. Accessed Aug. 28, 2020.
* 2 Ibid.
OUR SERVICES
RETIREMENT INCOME STRATEGIES
RETIREMENT INCOME STRATEGIES
We can help you decide which types of products may work best within your overall financial strategy.
WEALTH MANAGEMENT & INVESTMENTS
WEALTH MANAGEMENT & INVESTMENTS
You may be able to use time to your advantage when investing for wealth accumulation.
LIFE INSURANCE
LIFE INSURANCE
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.
TAX-EFFICIENT STRATEGIES
TAX-EFFICIENT STRATEGIES
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
ANNUITIES
ANNUITIES
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.
ASSET PROTECTION
ASSET PROTECTION
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
LONG-TERM CARE STRATEGIES
LONG-TERM CARE STRATEGIES
We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.
IRA/401(K) ROLLOVERS
IRA/401(K) ROLLOVERS
We can help you determine if a rollover is the right move for you.
IRA LEGACY PLANNING
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:
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning
