Broker Check

Pre-Retirees

<br data-mce-bogus="1">


Retirement planning and retirement income planning are two of the most complicated financial challenges you will face in life.  We will help you create a plan and monitor your progress, using our customized, tax efficient investment management, and insurance solutions. 


Some goals you may be working toward:

  • Enjoy extra time and income
  • Prepare for retirement
  • Consolidate and simplify accounts
  • Support charitable causes


Frequently Asked Questions and Solutions 

Q:  Do you want to ensure you are Retirement Ready?

S:  We will help you prepare a pre-retirement and post-retirement plan.


Q:  How can I stay focused on my financial goals and plans?

S:  We can keep you on track with a cash flow plan or a comprehensive financial plan. 


Q:  Are you interested in reducing your taxes?

S:  We will use our tax analysis program to carefully review tax strategies and Tax Savings Opportunities.


Q: How can I best manage my 401(k) or other workplace retirement plan?

S:  We offer professional portfolio management of 401(k), 401(1), 403(b), 457 or TSP plans. 

 

Q:  What about Health Care?

S:  We will explore all your options, including Medicare, and Long Term Care.

S:  Our insurance team can help you select the best Medigap plan. 


Q:  Do you have questions about Social Security?

S:  We can help you learn how to Optimize Your Social Security Benefits.

The HFA Experience

When meeting with HFA, you can expect an informative session focused on discussing your financial goals, looking at your current financial situation, and developing plan of action for the next steps.

In preparation for our meeting, we will first get some basic information from you, capture questions, and then ask you to complete our HFA Fact Finder.

During our Introductory meeting, we will review your current financial situation, discuss best fit services and products, and wrap up with a suggested plan of action.

To get started, schedule your complimentary call using our form below.