Now that You're Retired...
Let us attend to your financial needs, as you enjoy life to the fullest.
Experience all that life has to offer with the confidence of financial well-being.
Count on the experience of your Financial Independence team to help you:
Manage the complexities of your finances
Advise coverage for healthcare needs
Maintain a comfortable lifestyle
Leave a legacy
Enjoy full-service support or à la carte guidance.
Services & Guidance
Your advisor manages your portfolio closely and meets with your regularly to provide performance reports.
- Risk Analysis, Tolerance
- Portfolio Design
- Asset Allocation
- Monitoring, Rebalancing
- Performance Reviews
Understand policy features, coverage, and costs to make the right decisions for your needs.
- Life Insurance
- Coverage Guidance
- Insurance Trust
- Policy Reviews
Income & Taxes
Implement favorable tax strategies to align with your income streams.
- Income Sources
- Risk Management
- Cash Flow
- Tax Strategies
- Tax Preparation
Create an enduring legacy for people and places you hold dear.
- Trusts and Trustees
- Inheritance Planning
- Charitable Giving
- Wealth Transfer
- Family Transition
Healthcare in Retirement
"Evaluating health coverage and costs isn't easy. Let us help you understand your options before Medicare's Open Enrollment begins in October."
--Willis Reed, Manager, Insurance Services
Medicare Parts A, B, and D are just a few choices in an array of healthcare benefits, along with Medicare Advantage. Which are right for you?
Contact an expert for guidance at (800) 688-1045 and check back in the fall for our Medicare webinar.
Love traveling? Spending time with family with friends?
Trying new things? Welcome to your Financial Independence.