INDIVIDUALS, FAMILY & SENIORS
Enjoy retirement with confidence & peace of mind
aSecureRetirement's Financial & Retirement planning process takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals and circumstances. It’s important to develop a unique plan that works for you and your financial situation, both now and in the future.
After a thorough and careful financial discovery, we will personally analyze your specific financial situation – income, expenses, liquidity needs, insurance protection and retirement goals – and create a plan that is appropriate for your situation. This evaluation isn’t just about making changes – it’s about having a real understanding of where you are and what you own.
There is no better time than now to re-evaluate where you are currently and determine if your past decisions are still in alignment with your current goals.
Our goal is to:
- Help you size up your current situation, lifestyle choices and the sources of retirement income that are available to you
- Determine which investment strategies will help you make the most of your assets
- Prepare you for the unexpected, to help protect your assets with a review of life, disability and long-term care insurance solutions
- Explain retirement plan distribution rules in order to help avoid paying unnecessary taxes and penalties including Required Minimum Distribution (RMD)
- Choose a distribution method that will help your funds last as long as you do including social security