StateWide Retirement Planning

We Help people get retired and stay retired

Plan Your Retirement To Be What You Always Wanted It To Be

Here Are Some Things To Consider

  • What is the inflation rate going to be?
  • What is going to happen to social security? Will it be around for me?
  • What about Medicare?
  • Will I get sick and need assistance? – Statistics Say there is a 70% chance YOU WILL.
  • Can I survive another major market downturn?
  • Will I outlive my money?
  • How much money do I want to leave to my beneficiaries? 
  • What about Taxes? What is the gov’t going to do?
  • Where should I put my money to have the best chance to meet my objectives?
  • Is Life Insurance Appropriate For Me? – You will be surprised. As us about the new kind of life insurance with lots of living benefits.
  • When the time comes to bury me, who will make the arrangements and how will the funeral be paid for?

We can’t be experts in everything – mistakes can happen – finance is not the area to test your skill & risk losing everything

Prior to retirement, we are in the accumulation phase of our lives. We can recover from mistakes and setbacks if we are young enough and have enough time.

At retirement, and about 5 years prior, we must change our mindset from accumulating money to protecting our Money so it will be reliably available when we need it. This is the spending phase of our lives. and we no longer have a paycheck from our job. During this phase, we can ill afford to make a mistake since we will not have the time to recover, and the rest of our lives can be adversely affected.

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Take Control Of Your Financial Future

What you will learn during your meeting

1. Create a SECURE, PREDICTABLE retirement you cannot outlive.
2. Grow your money tax deferred.
3. Access your money without a taxable event!
4. Experience a portion of the ups of the market without the downside risk!
5. Grow your money securely with guarantees.
6. Participate in potential double digit gains on up years without the market risk.
7. Get a death benefit paid to heirs income tax free.*
* Under current IRS law

Learn How To Prepare Yourself For a Secure Retirement We Will Show You How