Retire with Confidence
Helping you build a spectacular life in retirement.
A Confident Future
Establish an income road map for years to come, one that you know will last as long as you need it to.
A Custom Fit
Find greater certainty with a retirement that fits your lifestyle and aligns with your unique goals.
A Retirement Guide
Get a simple framework to understand your retirement situation and know your approach with confidence.
Will You Outlive Your Retirement?
You’ve spent your whole life working, growing your wealth and saving for retirement. But it’s really easy to get to this phase and still wonder if you have enough. Women are spending upwards of 30 years in retirement (and men are not far behind), which has changed the retirement landscape and should change how your financial professional is working with you.
Retirement is a different ballgame. Instead of growing your assets, you’re focused on distribution — and you need the right kind of help to make sure you distribute your assets in a way that maximizes what you’ve worked so hard for.
You need to act now to make sure you ask the right questions and make the right decisions. We’ll help guide you through the process of building a retirement income strategy you cannot outlive using insurance products that fit your needs.
Discovery Meeting
In our initial 1-hour meeting, a member of our team will dig deep into the details of your financial situation, your hopes for the future and what roadblocks you’re most worried about.
We’ll take a financial snapshot of your assets and show you ways to position them for your retirement future.
The First Draft
After a full income assessment, we’ll meet again to help you understand just what your reality is and offer some recommendations to help make the most of your retirement.
This includes budgeting and a strategic use of assets, including your Social Security income. You’ll have time to review this information, and we’ll make changes as you need them.
Your Map, In Action
Our priority is making sure you fully understand your retirement and how each piece of the puzzle fits together. We strive for true partnership, so you always feel in control and informed.
You’ll walk away from retirement income preparation with a holistic view of your future — and the assurance of a retirement income strategy you can rely on for life.
Instant Download
How to Build a Spectacular Retirement
A spectacular retirement isn’t something you just fall into. There are specific steps to take and processes to employ. Anything else puts your retirement at risk.
Download our complimentary guide to discover the steps you can take to help prepare for a great retirement as well as what you should be looking for when choosing a financial professional to trust.
You’ll discover:
- 3 key steps you should consider as you begin retirement preparation
- Why a decision-making process is key to a successful retirement
- Important components of a financial strategy to increase your chance for financial success
Sign up below to receive your complimentary retirement income guide!
Need more info?
Attend an Educational Workshop
Attend one of our educational workshops to learn more about retirement income strategies, annuities, life insurance and more.
Begin the journey toward your ideal retirement
DISCOVERY MEETING
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with United Retirement Advisor Group. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
