RETIREMENT PLANNING


Deciding when to retire isn't as simple as it used to. Roughly 8,000 people turn 65 every day. According to the Government Accountability Office (GAO), a husband and wife both aged 65 have approximately a 47% chance that at least one of them will live to his or her 90th birthday and a 20% chance of living to his or her 95th birthday. As life expectancy continues to climb, the fear of outliving one's assets has become top-of-mind for most Americans. Today, it's becoming more important than ever to put retirement strategies in place that guarantee lifetime income. And to do so, both financial and personal concerns need to be addressed as you develop a retirement strategy. Below you will find a few tools to get you started, but the most important move you'll make is to consult a financial planner.


RETIREMENT RESOURCES

Calculators

When should I begin saving?
How much will I need to save?
Are my current savings sufficient?
How will retirement affect my living expenses?

Estate Planning

The objective of estate planning is to conserve and transfer your assets through a logical process that helps reduce legal entanglements and taxes while increasing the wealth transferred to your beneficiaries. Click to
SCHEDULE A CONSULTATION.

Disability Insurance

Your retirement savings could be substantially depleted if you were disabled during your working years.
Get a DISABILITY QUOTE.

When to Retire Checklist

Understand some of the opportunities and challenges you may face as you determine your retirement age.
CLICK HERE to download the brochure + checklist.

Social Security

A critical component of retirement planning—and one that can be overwhelming and potentially costly if you are uninformed. SCHEDULE A CONSULTATION to learn more & receive a Social Security Maximization Report and increase your benefits.

Life Insurance

What will your spouse's retirement days look like should you die early? Leave a legacy of security. Get a
LIFE INSURANCE QUOTE.

Telephone Consultations

Easy, relaxed phone consultations with a Certified Financial/Retirement Planner. Timing is everything, start the conversation today!
SCHEDULE A CALL, it's FREE.

Annuity

GUARANTEED lifetime income for you & your spouse. A much needed peace of mind in today's reality when most Americans are concerned about outliving their retirement income. GET A QUOTE or SCHEDULE A CONSULTATION today to discuss your individual needs.

Existing Policy Review

Policies should undergo a yearly review. What you bought then may no longer suit your lifestyle changes since.
Schedule POLICY REVIEW.