We believe your financial status and goals are unique and therefore deserve the competent, personal attention that only well-educated and experienced financial professionals can provide.
401(k), 403(b) and Profit Sharing Rollovers
At Protecting Your Retirement we can help you take control of your retirement assets as well as your current and future financial choices.
Retirement Income Solutions
We will provide a guaranteed retirement income strategy, which incorporates insurance and annuity choices to create opportunities for long-term growth as well as guarantee income throughout your retirement.
We understand that investing is an important aspect of your portfolio. We can help you discover financial choices that help make up for previous losses and put you on the right track to accumulating wealth.
With the lack of security in the market, we will provide financial strategies to include some secured income products to help diversify your retirement assets. We will show you a variety of vehicles that will help you meet your retirement income goals.
Tax Minimization Planning
We specialize in tax minimization planning and will help you find the best choices and procedures to reduce your taxes during and after you retire.
We offer life insurance policies to fit your needs. Call Protecting Your Retirement today to learn about ways to secure your financial future for you and your family.
We can refer you to a professional who can prepare wills, establish trusts, and provide other strategies to protect your assets and insure your wishes are implemented.
We can guide you in making charitable gifts in ways that save income tax during your lifetime as well as for your heirs.
Long Term Care
We can help you develop a plan to help with the expenses of Long Term Care should the need arise. We consider multiple ways to cover those needs.
Do you have a plan for guaranteed lifetime income?
Millions of your fellow Americans do.
in fixed indexed annuity contributions since 1995
in fixed indexed annuity contributions in 2019 alone.
Satisfaction rate of fixed indexed annuity owners
All figures based on available compliance data