We provide a written plan for your retirement so you can worry more about your life and less about your money.

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    “Success in retirement is all about the protection and growth of ones assets and creating a rock-solid income plan. If you want to survive in retirement, you need a plan like the 5-Star Retirement Plan, which focuses on income and management of investment risk.”
    - William “Bill” Smith, RFC

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    Commonly Asked Questions

    To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

    How much risk should I be taking during retirement?

    Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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    How much am I paying my existing advisor?

    You may be able to use time to your advantage when investing for wealth accumulation.

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    Will I run out of money?

    Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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    How do I leave a legacy?

    We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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    How to avoid probate?

    We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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    How do I stop losing money in the market?

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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    How do I develop an income plan?

    We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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    How do I know when to retire?

    We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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    What should I do next?

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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    Investment advisory services offered through Great Lakes Retirement, Inc., an Ohio Registered Investment Advisor.