Guessing Is Not A Plan

Are you ready to start planning your future?

Do You Have Retirement Questions? Schedule A Call With Us Today!

SCHEDULE CALL

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

“Fewer than half of all Americans have calculated how much money they’ll need in retirement.”

Source: http://www.dol.gov

Are you prepared for retirement?
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FREE GUIDES

WHAT WE DO

ARE YOU READY FOR RETIREMENT

Here at Old Security Group we specialize in pre-retirement financial planning. Are you diversified? Not stock and bonds, but are you tax diversified? Do you know what your exit strategy is going to be? Do you know what the tax ramification’s are going to be once you start taking out your RMDS? What about Social Security and Medicare? There are a lot of unknowns going into retirement. Let us help you plan for a successful retirement.

CUSTOM DESIGN

We will design a portfolio that is customized to your personal and financial needs. We are here to help you navigate the terrain during your journey to retirement. We use state of the art software to pin point exactly what needs to be done to insure you have a joyful retirement. You’ve worked hard all your life, let us do the hard work now.

LAUNCH

Our goal is to prepare you and guide you through your retirement. After we launch your custom design we are available whenever you have a question. We provide support even after you sign on with us; annual reviews as well as bi-weekly podcast are just a couple of resources that we offer.