Retirement

Retirement Planning

Its YOUR future, control it

You’ve worked hard your entire life, making sure your family was financially secure, that they had everything they needed.  You missed a lot of precious time with them throughout the years to insure they had a roof over their heads, clothes on their backs and food on the table.  Now that you are getting ready to retire, its your time to spend that quality time with family and friends.  To see the world and make great adventures with the person or people you love the most.

Question is:  DO YOU HAVE ENOUGH MONEY TO DO THAT?

For many people the answer is NO!  The reason is bad investments, maybe their employment didn’t offer a proper 401K plan.  Could be many different reasons.  The key to retirement planning isn’t waiting till you retire to start, its starting when you are younger.

The more money you put away and the more years of interest you earn, the better off financially you will be to live those dream vacations and make sure you still have that roof over your head.  Thats where I come in to help.

There are plenty of options available to you when planning your retirement.  So with me, we will create a retirement plan that works for you, not the other way around.  We want to maximize your retirement income and create a lasting legacy and we will protect your retirement savings and help you achieve long-term stability.  We accomplish this through two products:

INSURANCE and ANNUITIES / IRA’S

I have the ability to set up annuities, Traditional IRA’s and Roth IRA’s.  These products have different tax benefits and retirement saving pros and cons.  The idea is to look at your income and your goals, and create products that work best for YOU!

Then depending on the insurance you have through work or individually, we will look at them to see if they protect you against things that can wipe out your savings like a disability or major illness.  If they don’t we will work a plan to get you the proper protection you need so that you don’t dip into your savings.  We can also find products that help protect your income should you become disabled or chronically ill while you still work and could force you to not work again.

Its a process we can’t take lightly because your future and the future of your family depend on it.

Do I Need An Annuity?

Looking for a secure and reliable way to safeguard your financial future?  Look no further than Annuity Insurance.  Annuity Insurance offers a range of flexible and customizable annuity options to help you plan for retirement, protect your assets and secure your financial future.  With competitive rates and a variety of payment options, Annuity Insurance makes it easy to start planning for your future today.  Whether you’re just starting out or getting ready to retire, Annuity insurance has the tools and expertise you need to make smart financial decisions.

Another blow to ones retirement can be legal issues and/or identity theft.  Every day hundreds of thousands of bank accounts and credit cards are hacked and fraud committed against.  The ways hackers obtain this information can be a simple call to where they pretend to be someone and you innocently give them the info they want to something more complex like hacking your info through third party sites you do business with or scanners installed at gas pumps.  The point is, its out there and just about everyone has been a victim.

One single hack could literally cost you everything.  Thats why its important to protect it.  Thats where IDShield comes into play.  For a small monthly fee we can protect your e mail, your bank accounts and credit cards and so much more, and any account included in your IDShield app will be protected and reimbursed.

Another product we can help protect your retirement is LegalShield.  Here you will have the power of a lawyer in the palm of your hand 24/7 that can review contracts, deeds, help you out of speeding tickets and be there should you get arrested or something more serious.  You can set up a will to protect your estate and/or a trust just by using this app, which will save you THOUSANDS in legal fees.   Wouldn’t you rather pay those thousands to a dream vacation with you and your spouse (maybe kids and friends) than into the pocket of a lawyer!  I would think so.  If they need to refer the matter out you get a 15% LegalShield discount on that lawyers fee.

Want to Learn More & See Your Options?

If you want to learn more about our products, go over your needs list and see where gaps may be with your current plan or how we can enhance it, then call me to set up a consult.  It costs you nothing to sit down with me and review your situation.  There is no obligation to buy and no hard sales.  To set an appointment please schedule some time on my calendar.  We can do Zoom or in person.  I can come to your home or office or restaurant, where ever is comfortable for you. https://calendly.com/emmalynndowd

You can also call us at (800) 587-6136 or locally (813) 614-5872

Don’t know what you need?  Click here to make an inquiry and Emma or one of her agents will reach out to you.

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