FAQ'S
What are the biggest financial mistakes people make when it comes to retirement?
Many people don’t begin saving early enough. Even when they start saving early, they often make the mistake of not putting money away consistently.
How do I get started?
You will want to make sure that you’re working with a firm that puts your needs first and that has the specialized knowledge needed to address your needs as a public sector employee. Many people may think they can’t afford to invest in retirement. We specialize in showing people where they can find that money and use it to build toward their retirement goals.
What is the number one thing that can derail retirement?
Many times it’s a catastrophic incident. We have solutions for that. Consider a situation where a person is diagnosed with a chronic illness or critical injury. Maybe it’s terminal. Life insurance with living benefits may be what you’ll need should such an unfortunate situation arise. In the event that a person becomes ill or injured, the living benefit will pay for those needs. Your retirement savings will remain intact.
How do I know if I have enough Life Insurance? How do I know if it’s the right kind?
We work with our clients to understand their situation and customize their insurance to their needs. As a full-service financial firm, we look at the big picture and make sure our clients are putting money in the right places for their goals.
How do I know when I can retire?
Our experienced agents and advisors will work with you to lay out a plan based on your needs so you’ll have peace of mind and understanding of when is the best time for you to retire.