At Dark Horse Financial, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
For most people, exploring retirement income options starts with your Social Security benefits.
For most people, exploring retirement income options starts with your Social Security benefits.
Services
The professionals at Dark Horse Financial believe in a needs-based approach to help you develop your financial strategies. Let us help answer your financial questions and develop a strategy that's focused on helping you work toward your financial goals. A strong process is the best way to create a more financially secure foundation.
Since 1988, we have helped individuals and families create financial strategies designed to help meet their long-term goals. Have questions about ways to reduce tax implications, retire with financial confidence, and/or estate preservation strategies? One of our financial professionals would be glad to help.
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees. Are any of your retirement savings protected from the volatility of the stock market?
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution. Explain the importance of routinely verifying your Social Security statement earnings record for accuracy. Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
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