Over the past six years, my company has gained recognition as a leading expert in Social Security. Originally focused on Social Security education, analysis, and consulting, we’ve broadened our scope to cover comprehensive retirement planning. In the past seven months, I’ve immersed myself in retirement planning for an insurance company, illuminating the myriad of challenges individuals encounter in preparing for retirement. As a result, we are expanding our company to better serve the increasing needs of those preparing for retirement.
While we continue to offer expert analysis of Social Security benefits at an affordable price, we are also enhancing our educational offerings for both individuals and financial professionals. Additionally, Social Security remains the cornerstone of retirement planning for most people, making it essential for individuals to learn how to effectively manage this critical aspect of their financial future.
So, what’s new?
1. Asset Location Consulting: Determining where and when to strategically withdraw assets can significantly impact the longevity of your retirement savings. This consulting service complements your Social Security strategy, ensuring that you not only optimize your Social Security benefits but also minimize asset drawdown and tax liabilities.
2. Long-Term Care Consulting: Long-term care expenses pose a significant threat to retirement savings. With costs exceeding $80,000 per year for one person, few portfolios can withstand such financial burdens. Fortunately, there are various options available, including self-funding, traditional long-term care insurance, asset-based policies, and more. Our expertise in this area enables us to guide individuals in selecting the best solution for their needs.
3. Hourly Consulting: We recognize the need for unbiased financial advice, which is why we offer hourly consulting services. From mortgage analysis to stock options, we assist individuals and small businesses in identifying areas for improvement and providing actionable steps to address them. Our flexible, hourly-based approach allows clients to tailor engagements according to their specific needs and budget.
I am thrilled that these new services will offer much-needed education and value to those navigating retirement planning. Additionally, I am honored to collaborate with a faith-based healthcare company to provide alternative, cost-effective healthcare solutions. My commitment is to continually enhance and expand our services to meet the evolving needs of individuals planning for retirement.