Planning for retirement income is a choice you make.
We don’t believe in accidents. We believe in making a plan, setting goals for the future, and following through on those strategies. That way, you know you’re not leaving things to random forces — you’re taking matters into your own hands. That’s true for retirement income planning as well as for life. If you’re interested in planning for your retirement income — if you’re at or near retirement age — give us a call. We might even be able to help you if you’ve already retired.
Licensed insurance professional. This information has been provided by a Licensed Insurance Professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19145 - 2019/8/15
Our agency does NOT provide legal or tax advice. We have community partners we work with to provide our clients with tax and legal servicesThe insurance agent can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The insurance agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.