Senior Citizen Consultant, Inc.

Retirement Asset Concerns

Retirement Asset Planning

You are age 55, 65, 75 or older, and all of your assets are in high-risk assets or treasury bond. Is this appropriate for you?

It may be, but what if your goals and dreams produce different results than the type of assets you've invested in?

We look at your assets, analyze them, and see if you're doing the best job possible considering your goals and dreams.

Planning For Retirement

What's your dream? Playing golf for the rest of your life, lying on beaches, volunteering for charities, or something else?

Our specialty is retirement planning to make sure you:

• Have enough money
• Reduce your taxes
• Have access to your money
• Have assets that are growing with security that will be there
• Have obtainable goals
• Don't become a burden
• Protect your assets in times of illness

Asset Protection

You have acquired assets all your life. You've worked hard. Now, It's your turn to do what you want.

BUT...

What happens if a family member needs your help? What happens if you want to do something extra special? Do you have the assets to do it?

The key is making sure you have some asset conservation with growth. We look at your assets and make suggestions based on our experience and your retirement goals.

Understanding what you are doing is -important, so our recommendations are explained thoroughly and always match your needs.

Types of Retirement Assets

Retirement Assets, basically, fall into two categories: Financial and Insurance.

Retirement Assets are:

• Retirement accounts
• Annuities
• Certificates
• Checking and savings accounts

Although not considered a retirement asset, Insurance is an integral part of your retirement planning, and it includes:

• Life
• Health
• Nursing home
• Casualty

Talk to us about how these will affect your plan, depending on your goals.