Teresa Bear

Epstein & White Retirement Income Solutions

At Epstein & White Retirement Income Solutions, our mission is to help clients achieve a secure and enjoyable retirement. We specialize in providing tailored financial strategies for pre-retirees and recent retirees, taking into account their individual needs, wants and goals. Our team of experienced professionals act as personal CFOs, creating an income plan that is both comprehensive and sustainable. We value our clients and prioritize building strong, lasting relationships with them. With over 35 years of combined experience, David and Bradley are able to provide customized investment strategies and solidify retirement income plans that meet both short-term and long-term objectives.

Retirement Income Advisers

Retirement Income Advisers, located in Mooresville, NC, offers a range of services to help you plan for retirement and your financial future. These services include Retirement Planning, Financial Planning, Investments, 401k IRAs, Fee Based Planning, and CPA Services. Let us help you prepare for a secure retirement. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Retirement Income Planning

We specialize in helping people who are either approaching or already retired to create and manage a financial plan that will secure their future. Our services focus on long-term investments, crafting a retirement income plan, as well as estate planning.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Retiring Edu DBA For Teachers Financial & Insurance Solutions

Retiring EDU is an Insurance Firm that offers retirement income and protection strategies using life insurance and annuity products. Our services focus on the financial needs of educators and school employees, and include a complimentary pension analysis. Our licensed insurance professionals are independent and can offer a wide array of insurance products and services to help meet your unique needs. With Retiring Edu DBA for Teachers Financial & Insurance Solutions, educators and school employees can secure a comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies. Let Retiring EDU help you retire with greater confidence. For more information, visit our website: https://retiringedu.com

Retirement Planners of America

At Retirement Planners of America, our mission is to help our clients achieve financial peace of mind in retirement. We offer a comprehensive approach to retirement planning that includes Invest and Protect™ strategies, tax planning, estate planning and more to ensure our clients’ financial security. Our experienced team of professionals is dedicated to helping you plan for your future and make the most of your retirement. We believe in taking a tailored approach to retirement planning. With our Invest and Protect™ strategy, we provide tailored advice to help you protect your savings while allowing you to continue to invest in growing your wealth. We also offer tax planning and estate planning services to ensure you are able to maximize your retirement income and leave the legacy you desire. Our goal is to provide you with peace of mind knowing that you have the financial security that you need to enjoy your retirement.

Natalia Doudko, Amerilife Representative

Retirement income is essential for a pleasant and comfortable life in later years. It is in your own hands to plan and budget for it as soon as possible. Natalia Doudko, Amerilife Representative can provide you with the necessary guidance and support to ensure that your retirement income is maximized in a secure and efficient manner. Our mission is to equip people with the knowledge on how to shift risks to insurance companies in various circumstances and to help them make sound decisions. Our team of experts has years of experience in assisting clients in structuring their retirement plans and investments. We take into account all the aspects and factors that could affect the outcome, making sure that the results are optimal. We also provide ongoing assistance, offering advice and guidance every step of the way. Our services are designed to ensure that you have a secure and comfortable retirement.

Solid Rock Wealth Mangement

Investment Management. Retirement Planning. Financial Planning. Tax Planning.  Estate Planning. Much of Chris' work is dedicated to serving families who are selling their farm, ranch or other business and transitioning into retirement.  He helps these families to reduce taxes on the sale and create passive retirement income. For over 25 years, Chris has put into practice the proven strategies he learned for helping people protect their assets, plan for a successful retirement, and preserve wealth for their heirs. His diverse background enables him to help clients successfully navigate today's complex financial world and make smart financial decisions to achieve the things in life that are important to them.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Hughes Retirement & Financial Strategies

At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

Aspen Creek Financial

Are you over 55 and have an investable asset of $250k or more? Avoid the 50% IRS penalty tax on your 401k or IRA distributions with the help of Aspen Creek Financial's team of 12 Certified Financial Planner (CFPs), Certified Public Accountants (CPAs) and tax attorneys. Our services are provided with no fee, where commissions are internalized by the insurance company, or with a fee-only planning starting at 1% for AUM or $1500+ for a financial plan by our CFPs. Guaranteed Lifetime Retirement Planning is our specialty. We offer higher MYGA (Multi-Year Guaranteed Annuity) rates than CDs and bonds for $50k or more - currently 3.15% for 5 years - and provide good growth returns to beat inflation without the risk of stock crashes. If you wish to learn more, reach out to Clifford E. Wright at 917-386-3057 or 888-937-1937 ext 200. You can meet him virtually online or in person in Miami Beach. When you interact with us, you will receive four free gifts: Risk Score Analysis, Lifetime Cloud Virtual Vault to hold your statements and your Trust's Healthcare Directive for easy access if you become ill, Social Security, Retirement Income and Tax Reports & Foundations, and Living Trust advice.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Pelleton Capital Managment

For years, we have suggested to clients that their life, especially the financial life, is like one giant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning

Chi Luu - First Financial Security

- Retirement planning       - Tax-Free Retirement Account     - Life Insurance w/ Living Benefits - Premium Finance to Achieve Wealth, Preservation & Supplemental Retirement Income - Protecting your 401K / IRA from Stock Market Risk - Annuities - College Planning - Guarantee Issue - College Planning - Transferring Wealth with Tax Advantage - Tax-Advantages for Business Owner & Retirement Planning - Career Opportunity - Special Final Expenses Program for Seniors from age 70-85 - We Offer Free Quotes/ and Refer Bonuses