Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, approximately 47 percent of pre-retirees feel they do a good job of living within a budget, compared to 57 percent of retirees.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook and the economic conditions affecting it.2
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
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.
We can also refer you to professionals who provide the following services:
Would you like to avoid surprises at tax time?
Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:
- What the Tax Cuts and Jobs Act could mean for you
- How inflation could affect your tax bill
- Why proactive planning can help give you financial confidence
- How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy