Take control of your Future
Retirement Planning
Individual Retirement Accounts (IRA)
IRAs offer tax advantages to encourage you to save for your retirement. There are different IRAs for different financial situations. Lo learn which IRA is best suited for you, contact one of our partners.
Retirement Planning
Steps to secure your retirement
1) Connect with a Partner to schedule your appointment
2) In preparation for our meeting, you will be asked to complete our retirement planning profile.
3) During our meeting, we will review your data and discuss your retirement goals.
4) Schedule a follow-up meeting to review your financial profesional observations and recommendations.
5) Implement the recommendations you and your financial profesional agreed on.
6) Create a retirement review schedule to stay on track with your goals and address changes as they come up.
Long Term Care
Protect your financial assets and preserve your lifestyle with proper planning.
Long term care should be part of your financial plan. It is one of the largest threats to your retirement.
Medicare provides very limited coverage of most long term care costs, in many cases, none at all.
Long term care insurance is the only coverage designed to help you pay for extended home care, assisted care, and nursing home.
They can be issued as individual policies oe attached as a rider on a permanent life insurance to protect you during retirement. These products may provide protection against inflation to beat rising costs of insurance and medical expenses.
For additional information and individually designed LTC plans, please contact one of our partners.