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.