Providing you with the most up-to-date retirement and income planning services.

Income Planning

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Managing our finances is a challenge everyone must face. With the unpredictability of the stock market, it’s critical to have a plan to accumulate, preserve and even spend your hard-earned money.

Wealth and Retirement is here to help you:
• Save for retirement
• Generate retirement income
• Minimize taxes
• Choose the proper insurance for your situation
• Create strategies to help manage your finances
• Offer customized solutions and programs

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Retirement Planning

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At Wealth and Retirement, we’re well versed on a variety of retirement strategies that may be advantageous for your particular financial situation.

Our mission is to provide you with the best plan possible for retirement, working with you every step of the way.

We will help answer your retirement questions and help you get on the right track for success in these formative years.

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Lifetime Income

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How would you like to better protect your funds no matter the market?

When you can’t always count on the market for stable returns, know there are ways you can receive lifetime income, no matter the state of the economy.

Wealth and Retirement is all about using the latest and greatest financial planning tools, like fixed indexed annuities, to help provide you with lifetime income options. We don’t abide by a “one-size-fits-all” approach, so you can be certain your retirement plan is made specifically for you.

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IRAs, 401ks and RMDs

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We specialize in helping you sort through the various acronyms in the financial world.

We can help you rollover your existing employer-sponsored plans, and help you understand the benefits and shortfalls of each. We’ll also walk you through Required Minimum Distributions (RMDs) so you’re prepared when you have to take them at age 70 ½.

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Life Insurance

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Leaving a legacy for your family isn’t something you should leave to chance. Having a specialized plan will help you leave more to your loved ones, and less to Uncle Sam. But that’s not the only reason you should consider life insurance:

  • Help provide financial security for your loved ones
  • Help finance final expenses
  • Create an inheritance
  • Help pay taxes, including federal, state, inheritance, and estate.
  • Donate to your favorite charities
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Wealth Transfer

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Developing a tax-efficient wealth transfer strategy is all too often an afterthought for those planning for retirement. This decision can impact generations to come – it’s time you put the best possible plan in place.

Wealth and Retirement will help you plan for wealth transfer, with the goal of making it successful and hassle-free. We’ll walk you through the process and give you tips that can help you develop a plan that you and your family can be proud of.

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Long-Term Care

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With 7 out of 10 Americans needing long-term care, you can’t afford not to have a plan.

There are several ways to plan for long-term care and help ensure that you’re protected from rising nursing home costs and unexpected expenses. We understand the need for this planning tool, and will help you create a plan that’s right for you using several different products and options.

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Investments

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Growing your portfolio is an important way to save for your financial future.

Wealth and Retirement is licensed to help you plan for, allocate and monitor your portfolio with the help of Retirement Wealth Advisors and AssetLock™. Stocks, bonds, mutual funds, and other “risky” investments are a vital part of your portfolio mix, and we’ll help you find the right combination to suit your needs, wants and desires.

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