There are many questions facing today’s retirees and people preparing for retirement: Will I receive Social Security benefits with the rise in the number of retired Baby Boomers? How can I afford to pay the costs of increasing medical expenses as well as rising healthcare costs? Will I run out of money in my retirement?
As your financial team, Certified Retirement Planning Services is ready to answer these questions for you. Our goal is to help you protect your nest egg and increase your capital through our disciplined and conservative approach. Let us show you how you can potentially:
- Increase Retirement Cash Flow
- Provide Tax-free Vehicles For Retirement Cash Flow
- Generate Returns on Currently Idle Assets
- Avoid Probate
- Pass IRA’s on to Family Members While Maximizing the Ability to Defer Taxes.
Retirement is the time for each of us to set out on our dreams and make them come true. BRPS can help you get there!
ESTABLISH YOUR GOALS
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. With this information, we can begin to craft a plan to achieve your goals.
EDUCATION IS KEY
The best person to make decisions for your financial future is you. We provide you all the information on potential solutions and give you the confidence to choose which is best for you and your family.
PERSONALIZE YOUR PLAN
The plan we help you create is unique to you so, as your situation and life changes, so should your plan. We are here to help you modify it so that it meets your changing needs.
When and how you take your Social Security benefits could mean the difference of thousands of dollars to you. We can help you weigh your options.
Would you like to “Super Charge” your wealth, preserve your estate, and not affect your budget? Everyone has a different road to retirement and we are here to help you find the best path to suit your individual needs.
Long-term Care and be expensive if you don’t have a strategy to protect yourself. We can help you protect your nest egg and plan for these expenses.
Too many Americans have no financial plan for retirement. Our team is here to help you develop a plan so you can retire and enjoy your golden years.
Investment advisory services offered through Horter Investment Management, LLC, an SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Certified Retirement Planning Services. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company. © Copyright 2020 – Certified Retirement Planning Services