Retirement Planning Advisor

 Key aspects of retirement planning:

• Medical Insurance: If you are under 65, there are options with Marketplace insurance or short term medical. If you are over 65, or approaching 65, you can chose between Medicare Supplement plans or Medicare Advantage.
• Tax Reduction Strategies: Taxes can be a big concern, especially if you are paying more than you should. We have strategies available to some people that can greatly reduce the tax burden. Keep more money in your pocket and out of the hands of the IRS
• Life Insurance: People don't like talking about life insurance, but if you have the proper plan in place, your family won't have to rely on crowd funding if something should happen to you. Some plans pay out a large portion while you are still alive under certain medical situations. Some policies can pay you tax free payments in your retirement years. Some policies can be used to pay off your mortgage early.
• Legal Services: Don't wait until you are in a time of crisis to look for an attorney. Should you have a will or a trust, or both? We can provide you a service that gives you an entire law firm at your disposal. Specialists in every area. Even 24 hour access in the event of an emergency.
• Identity Theft Protection: There are two types of people. Those who have been ID theft victims, and those who will be. I have taught seminars, and I was a victim of ID theft. You need to protect your assets and your personal data, especially your medical data. We have a solution for this.
• Goal: To protect assets, reduce taxation, ensure retirement stability, create a family legacy, establish medical coverage, resolve legal issues before they start, protect against ID theft. We have solutions that will prevent problems in the future.