What could an objective opinion do for you?
We aim to serve you with dedication, transparency and personal care, but that’s only the beginning of the value of a true, objective opinion. This eight-page instant download explains why objective financial advice is important, including:
- Why we focus on timing during your retirement planning
- How we help project if your retirement income will last long enough
- Why working with an independent financial advisor can help give you greater financial confidence
Does your financial abode need remodeling?
It’s not always wise to DIY. This free eight-page guide provides a blueprint for a diversified fiscal home that can remain intact amid even the most oppressive external elements. Learn how:
- Risk levels vary among an ideal portfolio’s foundation, walls and roof
- Custom-built risk management strategies can function as insulation
- Indexed-linked vehicles can help create a low-maintenance shelter
Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
- How to optimize Social Security for your situation
- Why timing is so important when it comes to your benefits
- Ways to supplement your Social Security income
Are you prepared for health care costs in retirement?
Don't let medical expenses surprise you. Download this eight-page guide to learn:
- About how much you should budget for health care (based on recent research)
- What Medicare does (and doesn't) cover
- Options for long-term care coverage, and how you can prepare now
Not sure where to start with Medicare?
We can help! Download this 16-page guide and get answers to the most common questions about Medicare, including:
- What’s the difference between Medicare parts A, B, C and D?
- What's covered? And how much will I pay?
- Is Medicare Supplement insurance or a Medicare Advantage plan right for me?
