The Allan Agency knows it takes hard work and experience to craft a successful retirement plan. That’s why we offer a suite of financial services to help our clients create, follow, and realize the plan that’s best for them.
Retirement Income Analysis
Our process consists of a complimentary consultation that we call a retirement income analysis, or RIA, of your current and future financial goals. We appraise your current situation, work to understand your current and anticipated retirement goals, integrate your needs into the overall structure, and continue to monitor market trends to make sure you’re getting the most out of your retirement income.
Social Security Optimization
Not everyone needs their Social Security benefits at the same time. Depending on your situation, you might want to take them earlier or later in your retirement. We can assist you with deciding when to take yours, and how to optimize any tax burdens associated with when you do. That way, you get to make the most out of your Social Security income.
Annuities for Income or Growth
“A Penny Saved is a Penny Earned,” goes the old saying, and we at The Allan Agency agree. Whatever you save or accumulate today can go toward your nest egg in retirement. But just as important as getting those funds is protecting them. With that in mind, we specialize in fixed and index annuities, geared toward income and accumulation, with the goal of protecting and growing your retirement funds.
Legacy Planning
When it comes to your legacy, it’s best to keep the long term in mind. We pay attention to inherited tax burdens and aligning your requirements with your generational financial goals so that your money goes where you want. This way, you can enjoy your present without getting worked up about the future.
Health & Life Insurance
Life insurance can be so much more than just a death benefit – it can be a powerful tool in your retirement toolbox while you’re still alive. We specialize in indexed universal life insurance, or IULs, helping you navigate through your options on the market today, and providing you with the most sensible one. With access to the top insurance carriers nationwide, we can help you build value and a leave behind a strong family legacy.
Medicare Planning
Becoming eligible for Medicare is a big milestone for seniors to reach. Once you do become eligible, though, how do you know which Medicare plan is right for you? We can explain the ins and outs of each option and help you decipher which plan makes the most sense for your situation.
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