Financial Services
One stop. Many options.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
At Wealth Management Resources, we can offer you the following products and services:
Retirement Income Strategies
We can help you decide which types of products may work best within your overall financial strategy.
Wealth Management & Investments
You may be able to use time to your advantage when investing for wealth accumulation.
Life Insurance
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.
Tax-Efficient Strategies
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
Annuities
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.
Asset Protection Stategies
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Long-Term Care Strategies
We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.
IRA/401(k) Rollovers
We can help you determine if a rollover is the right move for you.
IRA legacy planning
If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.
Retirement Income Strategies
We can help you decide which types of products may work best within your overall financial strategy.
Wealth Management & Investments
You may be able to use time to your advantage when investing for wealth accumulation.
Life Insurance
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.
Tax-Efficient Strategies
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
Annuities
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.
Asset Protection Stategies
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Long-Term Care Strategies
We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.
IRA/401(k) Rollovers
We can help you determine if a rollover is the right move for you.
IRA legacy planning
If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Get instant access to our Retirement Planning Kit
Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
