A holistic approach to retirement planning
Retirement Income Planning and Insurance Solutions in Wausau, WI
Insurance often protects many of the most valuable assets you have: your homes, cars, your health, and your loved ones. However, many American’s are unaware of the impact proper insurance planning can have on your retirement. There are several products and strategies that can be utilized to ensure one of your largest assets, your retirement plan.
One area we focus on with our clients is keeping their nest egg as safe as possible, while still participating in market growth. Many retirees underestimate the impact that a big market loss can have on the future of their income. Learn more by speaking with one of our advisors or attending an education event about retirement planning in Wausau, WI.
fixed index annuities and life insurance
Earn Money with Your Money
With the right plan, you can earn money with your money through the use of fixed index annuities and life insurance. You can create steady dependable monthly income now, in the future, or whenever you need it most.
We offer the following services:
- Comprehensive Retirement Income Planning
- 401(k) / IRA Plans & Rollovers
- Asset Protection & Distribution
- Long-Term Care Solutions
- Final Expense Planning & Funeral Trusts
- Critical Illness Plans
- Survivorship Income Planning
- Wealth Transfer Strategies
- Social Security Optimization
- Life & Health Insurance
- Medicare Supplements
- Medicare Advantage Plans
- Notary Services
As an independent insurance firm, we are able to utilize dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing annuity and life insurance contracts.
Annuities are designed to be long-term investments and frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association. With fixed annuities, both the money you invest and the interest paid out are guaranteed by the claims-paying ability of the insurer.
Guaranteed Lifetime Income Options: Guarantees are based on the claims paying ability of the issuing insurance company.