- AVOID MARKET DISRUPTIONS
- PROTECT YOURSELF FROM THE DEVALUATION OF THE DOLLAR
- SAFEGUARDS FROM MEDICARE SPEND DOWN
- WEALTH TRANSFER STRATEGIES
- AND OTHER WAYS TO KEEP WHAT YOU HAVE BUILT
In today's world, it is too easy to lose everything you have worked hard to build.
We stop that from happening.
Retirement planning services offer financial strategies to ensure a smooth transition from your working life to retirement and focused on protecting your wealth from external impact. These comprehensive services include income estimation for post-retirement years, the creation of an effective retirement plan, and management of various income sources like pensions, personal savings, and investments.
Wealth transfer strategies are financial planning techniques used to efficiently move wealth across generations or within a single generation. These methods, such as gifting and establishing trusts, aim to distribute assets according to an individual’s wishes while minimizing abusive tax liabilities. It is critical to approach wealth transfer strategically and avoid the many pitfalls within our system.
Join us at one of our FREE community workshops centered on retirement planning and wealth transfer. Our aim is to empower you with the knowledge and tools necessary for holistic financial health in your golden years. The workshops are informational, user-friendly, and absolutely no products are being sold. Everyone is welcome! Check our workshop schedule to see what is coming up near you.
Why work with us vs. other firms?
It comes down to who is being served.
In the realm of investment and finance, most companies are intricately linked to certain products and services. This is akin to an insurance agency like State Farm exclusively providing its own range of offerings. In a similar vein, numerous financial firms guide you towards solutions that reap maximum profit for them. This restrictive approach may not always serve your best interest as it limits your access to potentially more beneficial options tailored to your situation. However, at Retirement Planners of Central Pennsylvania, we operate distinctively. Our team isn’t bound by any specific corporate offerings or groups. We strive to discover what the comprehensive marketplace can offer that would best safeguard and cater to YOUR needs. It’s our commitment to work entirely on YOUR behalf in protecting what you’ve spent your life accumulating. Our strategies and methods are designed with one goal in mind – securing you the best market outcomes.