Services
Entering Into Your Post-Work Years
Can Bring About Many Questions
“Do I have income to last through retirement?”
“What if my partner or I need long-term care?”
“Is there a way I can save on taxes?”
“How can I pass on a legacy to my loved ones?”
Experience Greater Financial Confidence
With a Team On Your Side
Identifying the right tools for your life and needs is our specialty. We’re here to understand your situation and walk with you through each of your options, so you can land on the financial clarity you deserve.
Retirement Planning
We’ll help you prepare for your retirement years and experience a relaxing lifestyle by coordinating your avenues of income, including Social Security and pension payments. As you enter into your golden years, our team is here to make adjustments to your plan as necessary, assist you with leaving the legacy you envision — and help you experience financial confidence for the rest of your life.
Wondering What Your Retirement Will Look Like?
Annuity Planning
Whether you have an annuity and are preparing to retire—or you’re curious if an annuity is right for you—we can help. Designed to provide steady income throughout retirement, annuities can be a strong source of support in addition to your other streams of income. Our team will work with you to prepare your annuity towards a secure retirement. †
Curious How You Can Save with an Annuity?
Financial Consulting
From managing your investment portfolio to creating a full-fledged financial plan, we can assist you with organizing the many moving pieces of your financial life. Our team will sit down with you, come to understand your wealth needs, aspirations and goals — and work with you on a long-term basis towards robust financial health.
Have a Specific Financial Goal?
Life Insurance
Life insurance is designed to help protect your loved ones and has the capacity to be a core part of your financial plan. We provide both term and whole life insurance to suit your needs. With a protection plan in place, you’ll feel more at ease knowing your family and those you love are safeguarded.
How Long Will Your Current Life Insurance Last?
Estate Planning
We’ll work closely with you to develop a full-fledged estate plan. In order to transfer wealth to heirs or charities successfully, proactive planning is essential. We’ll find tax-efficient ways to gift and transfer your assets, grow your wealth and protect your loved ones. If circumstances change, we can help you alter your estate plan accordingly.
Want to Get A Head Start on Estate Planning?
† Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
How Can We Help Simplify Your Financial Life?
Let Us KnowLearn More About Paying Off Your Mortgage, Taxation, Insurance & More
Visit our Resource CenterFor more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mavery@yourlegacyplan.com | (410) 828-9505