At Creative Retirement Planning, LLC, we focus on the following areas:
Income Planning
More than ever, people are living well past age 65. According to recent life expectancy charts, if you are currently 65 years old, you can expect to live into your early to mid-80s. This trend can be attributed to medical advancements, modern technology, and healthier lifestyles. This longer life expectancy, combined with the desire of many people to retire early (before age 65), has put an increased burden on many retirement accounts.
With over 40 years of combined experience, Kip Nussbaum and Ron Tetley understand the key issues many retirees are facing. Creative Retirement Planning, LLC has identified six main areas that are of particular importance:
- Coordination of benefits
- Protect original principal
- Increase monthly income
- Reduce taxes
- Turn IRA/401(k) into a pension plan
- Longevity planning
Through the use of highly sophisticated software, Creative Retirement Planning, LLC can help you protect your original principal, increase your monthly income, and reduce your taxes at the same time! Improve your Portfolio’s Protection with a WealthGuard™ Advisor.
Tax Review & Analysis
Creative Retirement Planning, LLC offers numerous tax planning services, including:
- 1040 review
- 1040 preparation and filing (clients only)
- Reducing or eliminating taxation on Social Security benefits
- Balancing assets for tax efficiency
Let our team give your taxes the attention they deserve!
Insurance
We offer the top long-term care products, life insurance products, and annuities (fixed/indexed/variable) that can protect your hard-earned assets and steer you to retirement success.
Retirement Accounts
Our team of financial professionals will shine a light on all your investment concerns and develop a customized plan for your portfolio. We offer investment management in the following areas:
- 401(k) rollovers
- IRAs
- Establishing IRAs (Roth or traditional)
- Contributions
- Rollovers
- Roth conversions
Succession Planning
With our estate planning services, we offer guidance and suggestions about legal professionals we recommend who can align your estate with your financial goals. They can also retitle property deeds and accounts in a time-efficient manner. Our goals are to assist you by offering suggestions about:
- Avoiding probate
- Proper titling of property and other assets
- Understanding Medicaid rules (spend down) and strategies
Get a complimentary consultation with the Creative Retirement Planning, LLC team today!
For a consultation and a copy of Patrick Kelly’s “Stress-Free Retirement,” fill out the form below!