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 are concerned about economic conditions affecting their ability to have a secure 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.
Please view the video below for a glimpse of the Personal Financial Website our clients value, organizing financial affairs in one place, enabling remote access to important documents, providing real-time updates for planning purposes and charting progress toward all-important goals.
We can also refer you to trusted professionals who provide the following services:
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