GUIDING YOU DOWN
THE ROAD TO RETIREMENT
offering servIces for a successful retirement
INCOME PLANNING
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer.
legacy planning
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.
life insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool of the tax advantaged vehicles used to accomplish your retirement income goals.
NEW RETIREMENT
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
MEDICARE
While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
SOCIAL SECURITY
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Senior Advantage Group
We are dedicated to helping individuals prepare for their golden years. We understand the importance of financial stability during retirement and strive to provide our clients with the necessary tools and resources to achieve their goals. Allow us to help you navigate the complexities of retirement planning and ensure a comfortable future for you and your loved ones.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Schedule Your Complimentary Analysis
*Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.