Financial Services

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, about 65% 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, more than two-thirds of Americans (67%) say the nation faces a retirement crisis. More than half (56%) are concerned that they won’t be able to achieve a financially secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to preserving some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

We provide in-house guidance on the following:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | IRA Legacy Planning | Wealth Management

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1 Greenwald Research. SOA Research Institute. February 2022. “221 Retirement Risk Survey.” Accessed March 7, 2023.

2 Tyler Bond, Dan Doonan and Kelly Kenneally. National Institute on Retirement Security. February 2021. “Retirement Insecurity 2021: Americans’ Views of Retirement.” Accessed March 7, 2023.

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