Retirement

How did it happen? It seems like just yesterday you were busy raising a family, building a career and managing life itself. As your kids grew and left to start lives of their own, you've become an "empty nester," free to explore all the exciting things you wanted in life. You've done well for yourself and along the way you've saved and invested your money, but will it be enough? You want to travel, spend time with family, and make an impact in your community to always be remembered by. However, sometimes you lie awake at night wondering if you have done enough to secure your future or will someone have to take care of you. Maybe you ask yourself:

  • Will I outlive my money?
  • If I become ill, will I have enough to pay for care?
  • Should I downsize my home and/or finally purchase the vacation property I've always wanted?
  • How can I generate tax advantaged or tax free retirement income?
  • What is the best way, and from where, should I take my retirement distributions?
  • When should I apply for Social Security? Medicare? And how does that affect my retirement plans?
  • Do I need life insurance, Long-term care insurance, and a Medicare supplement plan?

Financial Security Solutions. is here to guide you through the complexities of retirement, Social Security, Medicare, and Pre-retirement considerations. We've designed a unique process, customized to suit your needs and lifestyle. We strive to help you achieve clarity, simplicity, and peace of mind so you can focus on what matters most. After all, enjoying life is what retirement is all about. 

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Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact_us@fin-security.com   |  818-344-7177 | 619-294-8400