Retirement Plans

Retirement Plans

Planning for retirement is one of the most important things you will ever do in life. Unfortunately, it is something many people never do at all! While many experts agree that planning should start as early as possible, it is never too late to get a plan in place or refine an existing one.

Retirement Planning & Annuities

There are three major concerns that most people have in regard to retirement:

  • Will my savings/401(k) be enough to carry me through the rest of my life?
  • What if I encounter the need for Long Term care or need Home health care…Can I afford it?
  • If I die earlier than expected, will my family/loved ones be taken care of or will my legacy be lost to probate, taxes, and other pitfalls?

Our goal is to help remove these concerns by planning for the ones that are most important to you.

How to Do Retirement Planning

The first and most critical step in properly funding your retirement is an accurate budget. We are here to help right from that very first step. The choices of where to go from there are almost limitless!

Many of our clients are already near or have even started retirement, but they are not sure that their money will last. Annuities can be a great way to guarantee a permanent income. They are a way to ensure your money lasts for the rest of your life. As with any other insurance, there are good and bad ones out there. We work with all major carriers and can help you find something to fit your situation.

Please give us a call or stop in to schedule a private confidential planning session with one of our experts. There is no charge for the service and we can help you get on the way to a worry free retirement.

Ask us anything on this important topic!

Please call us at 443-912-5467 (TTY: 711) or 855-219-4662 (TTY: 711) to make an appointment today.

Contact Us Through Shop & Enroll

ShopHealthCare is a service of Secure Benefits Alliance, a licensed and certified representative of Medicare Advantage organizations. This link will take you to a contact form on our Shop & Enroll page. Shop & Enroll is a CMS-approved plan comparison and enrollment tool, powered by Ritter Insurance Marketing, that we use to help you join a plan that meets your needs.