Our Services
1st Step - Initial Consultation
Together we will learn more about your needs and what you want your retirement to look like. We will discuss your goals, priorities, and any potential gaps and risks. The focus is on you and your retirement needs.
2nd Step - Consultation Review
During our consultation we will further review your needs and make sure the retirement strategies aline with your needs. We will highlight step by step as you prepare for retirement to ensure a seamless transition. Then after our review you will receive your personalized retirement report this way you can make an informed and educated decision that fits your needs the best.
3rd Step - Continued Assistance
As your retirement specialists and financial advocates we can continue to meet with you on a regular basis. Also each year we will conduct an annual review to discuss any life change events that may impact your financial future.
Safe Money - Annuity Review
The importance of having an annuity in retirement provides a reliable source of guaranteed income, helping you enjoy financial security and peace of mind during your retirement years.
GROWTH PROTECTION INCOME
- Guaranteed Retirement Income: Provides a reliable stream of income you can’t outlive, ensuring financial security in retirement
- Market Protection: Shields your principal from market downturns, preserving your savings during volatile times
- Tax-Deferred Growth: Allows your earnings to grow tax-deferred until withdrawal, maximizing your accumulation
- Lifetime Payment Options: Offers the ability to receive payments for life, eliminating the fear of outliving your savings
- Flexible Benefits: Customizable options such as inflation riders, death benefits, and withdrawal features to suit your needs
Estate Planning Review
Planning for the future of loved ones is absolutely essential, and having an estate plan provides peace of mind by knowing that you're in control.
- Asset Distribution: An estate plan allows you to specify exactly how and to whom your assets will be distributed after your passing. By clearly outlining your wishes, you can help protect your assets and provide peace of mind for both yourself and your loved ones.
- Minimize Probate and Taxes: A good estate plan can help your loved ones avoid lengthy and costly probate processes.
- Healthcare Decisions: You can outline your medical wishes and appoint someone to make healthcare decisions for you if you can't.
- Guardianship for Dependents: If you have kids, you can name a guardian to care for them in case something happens to you.
- Reduce Family Conflicts: Clear instructions can help prevent disagreements among family members about your wishes after you're gone.
Our National Partners
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