Retirement Planning

SERVICES:

We are retirement planning experts. Our work is focused on protecting your money. You’ve saved money for most of your life so far, and now, it’s time to protect it. Evergreen Team Insurance Marketing can help. For example, we can show you how to protect your principal while earning a reasonable rate of return** over time. We offer a holistic approach to retirement planning, offering options tailored to each individual client. When it comes time to retire, you’ll need a retirement strategy in place tailored made for you.

Finding the Right Retirement Planning Professional For You

Not all financial professionals are alike. Some financial planners concentrate on increasing your money using the stock market. While you are still working, and have 15 to 20 years until retirement, this probably works fine for you. Even in the event of a loss, you’d still have time to make your money back. However, as you near retirement, your priorities probably shift. Unfortunately, time isn’t on your side anymore. You’re going to need that money soon in order to fund your retirement. This is where retirement planning experts like us can help.

Once you reach retirement age, you cannot afford to see significant drops in your savings. If the stock market declines, you may be unable to recover. In that case, you might have to prolong your retirement, or if you’ve already retired, you might even need to go back to work just to support yourself. And obviously, you don’t want that. Thankfully, we can help.

Get Educated

Your financial choices now will likely have long-term consequences. That’s why getting educated is so vital. With this in mind, we provide no-cost educational seminars. At each event, we educate retirees and pre-retirees about methods of protecting their money. Overall, we believe you should understand as much as possible about your options. We can assist you in hopefully making the best choices for your specific situation. After all, your financial future is at stake here. This is not something that we take lightly.

Schedule a Meeting With Us

In addition to no-cost informational seminar events, we provide no-obligation meetings/reviews. During these meetings, we will discuss your current retirement plan. You’ll be able to get answers to your questions, and we can give recommendations. In addition, we will provide education on topics like: