With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of principal protection through various insurance products. We work side by side with you for added confidence and comfort.
Retirement income plans aren’t just for the wealthy. We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments to create opportunities for long-term growth potential as well as the option for lifetime income throughout your retirement. Learn More »
You may be asking yourself, “Do I leave my money where it is? Take the money and run? Transfer it all to another plan? Or, roll it over into an IRA?” Whatever you choose, we can help you plan and execute the best option for you, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options. Learn More »
As more and more baby boomers approach and experience their 60s, outliving income may become less of a concern, while outliving good health becomes their priority. We can help you navigate the complex world of long-term care and what to consider before opting into Medicaid. Planning for these potential expenses on the front end can save you from paying for them later. Learn More »
As you approach retirement, have you thought about how rising taxes could impact your plans? We can discuss how investing in or purchasing a tax-deferred vehicle could defer income taxes, giving you the potential to earn interest at a faster rate, while, on the other hand, tax-exempt accounts can provide future tax benefits because withdrawals at retirement aren’t subject to taxes. Learn More »
To schedule a time to discuss your retirement future and help work toward the retirement of your dreams, contact us at 888-239-5880 or fill out the form below.
Investment advisory services offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Hoffman Financial Group and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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