Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2
That’s where we come in.
We use insurance products, such as fixed annuities and/or fixed indexed annuities, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create 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. January 2016. “2015 Risks and Process of Retirement Survey.” Accessed Oct. 25, 2016.
2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” Accessed Oct. 25, 2016.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.