The Retirement Solution

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.

Affinity Insurance and Financial LLC: Allstate Insurance Personal Risk Management, Retirement Protection

Having grown up in Sapulpa, I'm familiar with all of Creek County. I've been serving my neighbors and meeting new residents since opening my doors in 2006. When you come into my agency, you'll find a kind, educated and efficient team. Each member is dedicated to helping customers choose coverage that suits their needs and helps protect what matters most. We help with traditional insurance products as well as Personal Risk Management, Retirement Protection, Business insurance and more. Stop by my agency, located one block west of South Hickory Street on West Taft Avenue, or give us a call 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

Freedom Financial and Life

We offer financial retirement services. We protect families, ensuring they retire with dignity, never run out of money, and reach their financial destinations. We help you protect & grow your hard-earned money with no risk. Your money will be in a safe place, protected from market declines and will have the opportunity to grow over time. We can help you convert your Retirement Account (IRA, 401(k), 403, 457, TSP, Roth IRA, etc.), into a Guaranteed Lifetime Income Stream that you cannot outlive. We also work with fixed index annuities and cash value accumulation life insurance. The stock market is at an all time high in history, but it's a risky place to keep your savings. There's no better time than now to be a 'Profit Taker', and start moving some of your money to a safe place where is protected and you can earn interest, never lose one penny*, and save for your retirement. Imagine how you will feel during the next market crash, knowing that your money is safe, in your control, and is continuing to thrive. With all of the uncertainty in the world right now, don't you want your money to be protected so you can sleep soundly at night? That is exactly what we can show you how to do. Call / write now to request your free, no-obligation complimentary consultation.  Our clients pay zero (0%) management fees.  Take advantage of this offer today! *Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

Independent Wealth Management

Retirement Planning Asset Protection Tax Minimization Planning Long Term Care Planning Estate Planning IRA Asset Planning Trusts Life Insurance Probate Elimination of Probate Charitable Giving Strategies Income Planning & IRA & 401(K) Rollover

Profectus Financial

If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success. Profectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.