Assurance & Guarantee
Prioritizing your retirement.
Different people have different needs. At Assurance & Guarantee, we are all about listening to your goals, and helping you to make the choices that best fit your desired outcome. We believe that the relationship between you and your agent is a lifetime relationship that goes with you as life changes.
Our decades of experience is the foundation of our business. We have gained invaluable knowledge through all of the clients we have had.
We care about the trust that you place in us. We know that planning for your future can be intimidating, so we walk you through each step.
Assessing Your Needs
We pride ourselves in the custom financial planning that we offer each of our clients. We take our time getting to know you so that we can best craft your plan.
How We Can Help
Social Security Optimization
What to expect
The NTA Process
1. Know Your Goals
In your first meeting, one of our agents will take the time to discuss your goals and get to know you. No products will be discussed in this meeting, simply conversation about who you are and what you need.
2. Map the Path
After assessing your goals and needs, your agent will map your financial plan and discuss it with you. You will be filled in on every aspect of the plan! The plan will not be implemented until you are all on the same page.
3. Implement the Plan
During your third meeting, the plan will be implemented and any last loose ends will be tied up. From there on out, your agent will review your plan and ensure that you are still on track for meeting your goals. Adjustments will be made appropriately, but not without your approval.