We often think of the ascent to retirement as the toughest climb. But the truth is, the descent is where you're more likely to stumble. You need a guide who understands the terrain and can help you continue your journey safely. As Retirement Planners, it's our job to look out for the dangers your traditional financial advisor, the one that got you to the top, may miss.
Watch the video to learn more about why you need a retirement planner and the four things every retirement plan should cover. Most traditional financial planners work to ensure you have enough money in retirement, but they may not have a plan to ensure that money is well-protected. At Golden Reserve, our asset preservation planning helps minimize your exposure to common-but often overlooked-retirement risks such as taxes and long-term care costs.
Watch the video to learn more about why you need a retirement planner and the four things every retirement plan should cover. Most traditional financial planners work to ensure you have enough money in retirement, but they may not have a plan to ensure that money is well-protected. At Golden Reserve, our asset preservation planning helps minimize your exposure to common-but often overlooked-retirement risks such as taxes and long-term care costs.
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Reaching retirement is the greatest climb of your life, yet many traditional financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard-working retirees deserve better. That's why we formed Golden Reserve. Among our founders are elder care attorneys who saw firsthand the shortcomings of ordinary financial planners in supporting their clients' asset preservation plans.
Protecting your retirement shouldn't be a piecemeal process. You deserve a retirement planning partner with the foresight to help you cover all of your bases. Most things of value require care as they age. You don't drive on the same tires at 100,000 miles that you did at 15,000. Nor would you move into a home with a 40-year old roof and assume it will continue to protect you for years to come.
Notice we said your team. From asset preservation to retirement-friendly investment strategies, tax planning and more, we provide an expert team of Retirement Planners whose sole focus is helping clients like you safeguard the retirement of their dreams. When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.
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Dave Secrest
Dec 31, 2021
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