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:
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.
Creative Retirement Planning, LLC offers numerous tax planning services, including:
Let our team give your taxes the attention they deserve!
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.
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:
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:
For a consultation and a copy of Patrick Kelly’s “Stress-Free Retirement,” fill out the form below!