Financial Strategies

Income Strategy Session:

Our goal in every strategy session is to evaluate your current situation and design a plan that helps you continue living the lifestyle you’ve worked so hard to achieve with the nest egg you’ve built. We believe that a solid retirement income strategy is the key to providing peace of mind — helping ensure your financial security for the years ahead.

We understand that life’s circumstances can change. As trained professionals, our goal is to be here for you for the long haul — helping you adapt as your needs evolve. Your retirement strategy should continue to provide the income and stability you deserve throughout your life. And if things change along the way, we’ll be right here to help you update your plan and stay on track.

Which of the following would you say is closest to your current situation?

Healthy, active person planning retirement around the things they love... Whatever your hobby or passion, you want to feel confident that you have the income to support your lifestyle. Retirement income assessment and management can help you feel assured that you will have that income. As part of this group, your strategy should stress stability, income and the possibility of asset growth.

Seniors facing medical issues that will impact their retirement decisions... Unless you’ve been there, it’s difficult to imagine the devastation of a life-altering diagnosis. Concern for medical bills can be an ongoing factor. We can help you arrange for steady, lifetime income and principal protection. What’s more, there are annuity contracts or riders that provide increased income* – potentially double or triple – for qualifying healthcare conditions.

Adult children who hold Power of Attorney (POA) for a parent or those with an adult child who will manage your finances eventually... Whether you’re a child holding a Power of Attorney, or a parent planning to turn over control in the coming years, there are many considerations regarding the goals and assets involved. As your financial professionals, we can streamline that discovery process. We will work with you to address many of your concerns. We want you to enjoy the time you get to spend with your family.

Widowed or single seniors who are very independent... This group is diverse, but one thing most seniors have in common is that you do not want to become dependent on your families or friends in case of disability or other economic challenges. You worked hard all your life, have been a provider, and are not comfortable with the idea of relying on others. We understand independence and can help design strategies that provide for guaranteed* and steady lifetime income,** designed to help ease your mind and more confidently position yourself for the future.

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What do these plans cost?

Identify the category that best fits you and contact us to schedule your free strategy planning session. You can also press the "Click to Call" button above to reach us today.

Phone: 407-250-1929

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Email: [email protected]

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800 MEDICARE to get information on all of your options.