Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2
That’s where we come in.
We are an independent insurance agency that will utilize insurance products, where appropriate, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to customize your Values-Based income strategy. Our focus is to support your vision for a purpose-driven retirement lifestyle and long-term financial goals.
At Horizons Financial Insurance Group, we can offer you the following products and services:
(Click the images below to learn more about each service)
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
Are You Paying Too Much in Taxes in Retirement?
With this 8-page instant download, you’ll discover:
- What taxes really look like in retirement
- Why you should prepare for changing tax laws
- How a retirement income analysis can benefit you