Here to help you plan for the future
attend one of our free events
At Assurance & Guarantee, we specialize in income planning, tax planning and wealth accumulation services tailored to helping you live the retirement you have worked so hard for. Our unique planning process begins by understanding your goals and building a financial strategy to meet your needs. You, our client, are our top priority and we are determined to work with you to provide you and your family the financial independence you deserve.
All attendees must have a retirement plan (IRA, 401(k), 457, 403(b), etc.)
Retirement seminars include:
- Discussion on how to realistically estimate your expenses in retirement.
- Top reasons retirees run out of money.
- How to maximize Social Security benefits.
- Tax strategies to reduce taxes.
- What to do in the event of a market downturn.
social security seminars include:
- How to know when to turn on your Social Security.
- How Social Security can DRAMATICALLY change your taxes if turned on at the wrong time.
- How Social Security is affected by your other retirement plans. (IRA, 401k, etc)
- Knowing how to have a plan for retirement.