Our services
Explore our retirement planning services.
In today’s world, retirement means something different to everyone. What it should mean is living life on your terms. Whatever retirement means to you – together we can define it and plan for its success.
Actionable steps for how you will pass down your finances is a key aspect of any financial plan. We will guide you through the process of planning for your legacy in a simple and effective way. From designating beneficiaries to handing down your assets, you can be assured that all parts of your finances will be taken care of once you pass away. This ensures that your family can focus on their needs at this time.
To learn more about legacy planning, give us a call at (704) 807-7817 and schedule a free financial consultation.
We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.
To learn more about Life Insurance plans, give us a call at (704) 807-7817 and schedule a free financial consultation.
Medicare programs can be extremely beneficial for retirees who are trying to maximize their finances at this stage in their life. Learn how to qualify for Medicare and if this option is right for you. We work to provide insurance quotes that can provide you a deeper understanding of how Medicare works.
To learn more about Medicare planning options, give us a call at (704) 807-7817 and schedule a free financial consultation.
Social Security Optimization
Typically, waiting as long as possible to claim Social Security benefits will maximize the payout. However, did you know that factors, such as how many years you worked, how much money you make, and more, actually impact your Social Security. We will discuss what you need and how Social Security can be optimized for your specific situation.
To learn more about your social security options, give us a call at (704) 807-7817 and schedule a free financial consultation.