Safe Money Strategies and Concepts
The new retirement model is all about "longevity" since most of us will live 25 to 35 years beyond retirement. Most people are concerned their Social Security, pension and 401(k) plans will not provide sufficient funds to last throughout their (and their spouse's) entire life. The Personal Pension Plan helps you create your own guaranteed lifetime income.
Wealth Transfer is the transfer of financial assets to beneficiaries upon the death of the owner(s). Proper Wealth Transfer makes sure the transfer to the beneficiaries occurs in a tax-efficient manner. This is accomplished via specific financial planning strategies that include wills, estate planning, life insurance, and in some cases, trusts.
Ask Us a Financial Question
Everyone’s financial situation is unique and there is NOT a one-size-fits-all retirement plan. Ask us any question and we'll provide you with an accurate answer.