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Financial Services

At [FIRM NAME] we use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies.

One stop. Many options.

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 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.

At [FIRM NAME][“and Insurance Services” (required in CA)], we can offer you the following products and services:

[FIRM NAME]

Retirement Income Strategies

Retirement Income Strategies

In a recent study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.3

Wealth Management

Wealth Management

Time could be on your side when it comes to investing. Generally speaking, the longer you invest the more potential your money has to grow.

Asset Protection

Asset Protection

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worrying about what the market’s doing?

Annuities

Annuities

With pension offerings on the decline, you may want to consider a fixed income component to your financial strategy.

Life Insurance

Life Insurance

A general rule is that you may want to seek coverage between five and seven times your gross annual income.

Investments

Investments

Investing involves risk, and there are no ways to guarantee that you won’t lose money, but having a certain portion of your assets in the market gives you the opportunity to build on your existing wealth.

Tax-Efficient Strategies

Tax-Efficient Strategies

Having a solid strategy in place for how you will pay taxes on your retirement income can be an important component to living on a fixed income and avoiding surprises come tax time.

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, one that is suited to your needs and circumstances.

IRA & 401(k) Rollovers

IRA & 401(k) Rollovers

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. 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 that potentially reduces taxes and increases the payout your beneficiaries will receive upon your death.