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Retirement Planning

What is Retirement Planning?

  • A financial strategy for your nest egg in your retirement years

Our Philosophy around Retirement Planning: 

We specialize in working with people nearing their retirement years. Because of this, we are very much conservative in our recommendations when it comes to what to do with your money.

Many people …

  • Spent their whole lives accumulating and contributing to a 401k, 403b, IRA, Roth IRA, savings accounts, CDs, brokerage accounts, etc.
  • Fear outliving their money
  • Don’t know what they would do if there was a market correction or another crash like back in 2008
  • Don’t have the time to make up for a crash or correction and also are no longer contributing to those accounts and likely start withdrawing from them

Did you know that there are principal-protected accounts, that you can never lose? When the market is down, ZERO IS YOUR HERO! The worse you are looking at is a 0% gain, but never a loss.

These kinds of accounts are not only very safe but also can help you generate a guaranteed lifetime income stream that you can never run out of. This is essentially creating your own pension!

With the lack of pension programs today, and with many people being unable to live on solely their Social Security check, these programs can be a great tool

What are Fixed and Fixed Indexed Annuities?

  • Contracts between you and an insurance company
  • These contracts provide you with the security and safety of principle for your money
  • Allow you to rest assured that your money will never lose a penny in a market downturn
  • Many people roll a portion of their retirement savings accounts into an annuity as they get closer to, or once they are in retirement

Misconceptions & Facts about the word “Annuity” 

Many people are not educated on how annuity products can benefit them and their nest egg in retirement. These products will provide you with the guarantees and the peace of mind you are looking for in retirement. Get your free education here with us. Schedule your free consultation today!

Planning Your Retirement

There are many benefits to well thought out Retirement Planning, and some of the most common features include:

  • Tax breaks – When you contribute to a retirement savings plan, you may be eligible for tax breaks. This can help you save money on your taxes and increase your overall retirement savings.
  • Investing for the future – Retirement planning allows you to invest your money so that it can grow over time. This can help you have a larger retirement fund to live on when you retire.
  • Peace of mind – Retirement planning can give you peace of mind by knowing that you have a plan in place for your retirement years. This can help reduce stress and anxiety about your future.

If you are not sure where to start with Retirement Planning, there are many resources available to help you. Don’t wait until it’s too late to start planning for your retirement. The sooner you start, the better off you will be. Retirement planning is an important part of ensuring a secure and comfortable future.

Answering Questions About Your Retirement

If you have questions about how to set up a retirement plan for you and your family, please don’t hesitate to contact us. We would be happy to answer any questions you have and help you understand the wide range of options available to you. Call us or click below to contact our helpful staff and set up a free consultation on your retirement.

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Kristie! Thank you so much for making this so easy for me! You were the most helpful out of all the companies I contacted and I’m glad I did business with you guys. I will contact you if I have any questions. By the way awesome signature I wish I could sign like that. Have a great day.

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Wow! I didn’t expect to hear back from you until next week. Talk about customer service! Thanks so much.

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Kristie, the pleasure is all mine. I enjoy talking to you. Thank you so much for always going above and beyond. You are a true blessing. Enjoy the rest of your day.

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I am very satisfied with the service I received, the service is amazing I am very satisfied with this company. I would highly recommend him.

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2000 S Batavia Ave., Ste 350 Geneva, IL 60134

136 West Grand Ave., Ste 249 Beloit, WI 53511

1090 South Gilbert Rd., Ste 213 Gilbert, AZ 85296

871 Coronado Center Dr, Suite 200 Henderson NV, 89052

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options