Githens & Associates Company

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.

Cornerstone Financial Consultants

At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.

Kiyoma Yoshizumi - American National Insurance Company

Kiyoma Yoshizumi - American National Insurance Company is Southern California's highest rated agency. We are dedicated to offering the best insurance coverage possible for our clients. Our personal insurance services cover home, rental/investment property, auto, motorcycle, watercraft, umbrella, life, annuities, long-term care, income replacement/disability, tax-free retirement planning, and retirement income planning. For our commercial clients, we provide businessowner's insurance, commercial general liability, commercial auto, commercial umbrella, worker's compensation, errors & omissions/professional liability, product liability, and farm and agribusiness insurance. Our team of experienced agents are ready to help you find the best insurance coverage for your needs. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

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

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.

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.