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Services

There’s a good chance you have many financial needs—a complete wealth analysis, income goals, tax considerations, estate considerations, integrated planning, retirement planning and more. Our process is designed to accurately and efficiently address those needs. With so many things dependent on the health of your finances, it’s vital to make the right financial choices. Holistic, comprehensive retirement management is an ideal goal—the perfect harmony of integrated retirement planning, extensive client communication and smart financial decisions.

The Right Professional Team

The Retirement Solutions 4 Life Inc., is not only experienced, but they maintain a high level of integrity, ethics, and their actions continually prove they truly care.

Financial Goals/Discussion

The first step is meeting with our advisors, who will take the time to review your financial goals and objectives. This is a critical step in determining what needs to be accomplished with your finances.

Regular Account Reviews

We believe in regular account reviews with our clients. While we are required to meet annually at minimum, your advisor/agent and the Retirement Solutions 4 Life Inc. home office client service staff is here when you need us. It is commonly found in our clients previous experiences, they rarely get to review their accounts or policies with their agent or advisor. We find that practice unacceptable. We stand behind our recommendations, not only when you join our firm, but for a lifetime.

Wealth Analysis & Planning

Just having the wealth isn't enough. Failing to properly understand how your wealth is currently doing for you, and failing to have a plan, is a plan to fail. Retirement Solutions 4 Life Inc.'s team, can provide a proprietary Wealth Analysis Report. This report will allow us to identify the steps we need to take to achieve the financial goals of our clients.

Insurance & Estate Planning

Comprehensive retirement solutions often involves insurance, tax and/or legal advice. Many of Retirement Solutions 4 Life Inc.'s independent agents also offer separate insurance services to their clients. This can include life insurance and fixed or fixed indexed annuities. In addition, Retirement Solutions 4 Life Inc., may help you determine tax and/or legal direction, in conjunction with your or our attorney or CPA.

Client Events & Education

Retirement Solutions 4 Life Inc., offers clients an extensive array of educational materials. Our firm also holds frequent educational events for our clients as well. Most importantly, we believe that education plays a key component in the ongoing management of your retirement.

Frequent Communication

Without proper communication, you can feel left in the dark about your accounts. Retirement Solutions 4 Life Inc., provides you with extensive communication, including statements, client emails, newsletters, and much more. Most importantly, your Retirement Solutions 4 Life Inc. representative is just a phone call away when you need them.

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