Services
Building the Retirement You Want
Whether you are an individual investor or a business owner with employees, Cascade Retirement Advisors creates an individualized plan that helps you create a solid pathway to retirement. One-size-fits-all doesn’t cut it with your future. That’s why we offer a wide range of financial services to provide you with a well-rounded, tailored approach to crafting their financial plan.
Retirement Income Strategies
What happens once your paychecks stop? Here’s a hint: you’ll need a solid retirement income strategy. We’ll help you assess your options – 401(k)s, pensions, and other possible sources of income, and then develop a plan that aligns with your goals and risk tolerance.
Social Security Maximization
Making the most of your Social Security benefits requires careful planning and timing. However, there are several distinct factors that may affect when – and how – you choose to claim your benefits. By analyzing things like your work history, age, and spousal benefits, we can help you optimize your lifetime income from Social Security.
Life Insurance
Life insurance is a critical component of our approach to financial planning, offering protection and added security for life’s uncertainties. By evaluating your needs and integrating the right policies into your overall strategy, they help ensure your loved ones are cared for no matter what the future holds.
Long-Term Care
One of the highest costs many people face in retirement is long-term care – and prices only continue to rise. We work with you to anticipate the need for any future health issues and unexpected life events, incorporating thoughtful solutions to help strengthen your overall plan. By planning ahead, you’re more likely to be better equipped to protect your finances and your quality of life, whatever challenges may arise.
Legacy Planning
Legacy planning is an important aspect of preserving your family’s financial future and ensuring your values are carried forward. We’ll work closely with you to design a strategy that protects your assets, minimizes taxes, and facilitates a smooth transfer of wealth to future generations so you can leave a lasting impact on the people who matter to you most.
Annuities for Retirement Income
Annuities can provide a reliable stream of income throughout retirement, helping to fill the gap left when regular paychecks end. By incorporating annuities into your overall strategy, you can create a dependable foundation for your financial security, manage longevity risk, and tailor payout options to suit your individual needs. We’ll help you analyze your retirement income streams and determine if an annuity is the right move for your future.
Fixed Indexed Annuities
Fixed indexed annuities are financial products designed to offer both growth potential and protection, as their returns are linked to a market index but shielded from downside risk. They can play a valuable role in retirement planning by providing steady income and preserving principal. We’ll evaluate your unique financial situation and help you decide whether a fixed indexed annuity aligns with your retirement goals.
Ready to take control of your retirement?
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