Straightforward Strategies to Help Build a Spectacular Future
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Piecing Together the Retirement Puzzle
When you’ve built a career, managed a home, raised a family and been in charge, retirement seems like it should be the next box to check. Easy enough, if only you could build your list and tackle it in a linear way, right? But retirement preparing isn’t a simple checklist — it’s a puzzle.
Each person has a unique set of assets, debt, lifestyle goals, limitations and dreams of legacy. Not only that, but your savings, the tools at your disposal and even the methodology behind taking Social Security income can all be put together in hundreds of different ways, for potentially thousands of different outcomes.
This puzzle is daunting, but with the right guidance, you can feel greater satisfaction that every piece is falling into place.
We simplify the retirement income process by using the “The ABCs of Conservative Investing.” Our clients love this model for its easy framework, tailored to the conservative consumer’s needs, because it guides their priorities in retirement for cash, guarantees and investments.
We’re ready to help you build a protected foundation and a confident future using guaranteed insurance and annuity products, no matter what curve balls life may throw.
Following “The ABCs of Conservative Investing,” United Retirement Advisor Group strategies are:
Time-tested
Guidance backed by 20+ years of experience and hundreds of retired clients.
Practical
Allow us to help transform the overwhelming into logical, practical and applicable recommendations and income strategies.
Plugged In
We’re always on top of the latest market trends, changes in financial policy and political possibilities that can affect your retirement.
Guidance for Every Need
Whether you need a little help, a touch of advice or a total income strategy from start to finish, we are here to help. Our focus is on making sure you have the whole picture and that you’re prepared for the future.
Retirement Income Strategies
Let’s build a custom retirement income strategy that will distribute your assets in a way that helps them last as long as you need them.
Financial Strategy
Tailor-fit your financials to align with your long- and short-term goals, and get ongoing guidance based on the ever-changing financial environment.
Insurance Reviews
Gain clarity around annuities, disability income insurance, long-term care options, life insurance, Medicare and your end-of-life expenses.
Tax Strategies
Explore your options for using insurance products to help reduce or eliminate taxes, including state-specific tax, and get help with future tax prep. We manage taxes and income going forward.
Estate Planning Strategies
Help protect your estate by designating beneficiaries and working with qualified estate attorneys to set up valuable tools such as a living will and power of attorney.
Information
Learn about the tools and strategies that will help you understand and simplify the complexities of your own portfolio.
Long-Term Care Options
Gain greater comfort by exploring the variety of different long-term care options that may be right for you.
Investment Strategies
Choose custom investment strategies that implement appropriate levels of risk based on a full knowledge of your unique situation.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an educational workshop.
