We've had the privilege of participating in thousands of interviews with people of all ages. We have done planning for as many as 4 generations of the same family. We have clients in their 30's, 40's, 50's, with our main client base being age 55 and up. That generation has taught us a lot. We've been able to learn from your mistakes, as well as your achievements.
With our experience, we have gained an understanding of the needs and concerns of people in retirement and pre-retirement, including:
- Growing and preserving your money.
- Generating an income that lasts as long as you do.
- Transferring your assets seamlessly to the next generation as effectively as possible.
- Protecting against any major catastrophes, whether that be in the stock market or with your health.
- Good news, our recently introduced strategies offer the Big Three in one practice:
- Rock solid safety
- Opportunity of the market without market risk
- Access to your money when you need it
All, or some, of these issues come in to play for your age group when deciding what to do with your retirement finances.
Today, people work with 10 or more companies in their lifetime. They have a 401k that they need to take possession of, but are unsure of what to do with it. You only have one shot at getting it right.
Why Should You Visit with Strategic Estate Planning Services!
Wisely, we get second opinions on our health, now it's time you got a second opinion on your wealth. Most people have good intentions, and they figure that they'll get around to seeing someone who can help them with their retirement finances. And, as time goes on, more and more reasons come up why they can't make an appointment. But, there are so many reasons to come and have a converstation with us at Strategic Estate Planning Services, including the following:
- We'll give you ideas of how to shelter your IRAs from taxes just for coming and seeing us, whether you become our client or not.
- We'll show you how our strategies work, which actually allow you to protect principal in volatile markets and guarantees both income and growth.
- We'll determine what percentage of your portfolio would be suitable to go in the strategies we offer.
- There is never any cost or obligation for our initial consultation, just a friendly conversation.
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Mark & Della Pruitt, Ron Peak & Eddie Dunn
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