TX- 2369721; CA Non-Resident License # 4241488; LA- 954896; OK- 3001256419;
We know how difficult it is to understand your TRS Pension plan and benefits. Most teachers, admins, and district employees spend most of their time helping others and they seldom take the time to help themselves. So, as a part of our “Give-Back” program, we want to help you understand your pension plan. We offer a free pension review, so you can know exactly when you are eligible to retire and how much income you can expect in retirement. We can even help you figure out what the impact of any social security entitlements maybe once you start drawing your pension.
It is never too early to start thinking about retirement. The earlier you start setting some money aside for retirement in your life, the quicker you will be able to retire. We really only work for 40-50 years but are expecting to make enough income for 85 years of Insurance and financial services. Would you rather work on the golf course, or play on the golf course? Do you know right now, what income you will be able to rely upon without guessing?
We educate on many different retirement strategies for our clients, including tax-free retirement, 403(b)s, 457b plans, Traditional and Roth IRAs, Cash-Value Life Insurance, IULs, and SEP plans. Each investment vehicle is different, and they all have their pros and cons. If you want help from an expert at Appreciation Financial, we are willing to help with the education on different strategies and empower you to make your own decision. We know, it’s not about us. It’s about you and your unique situation.
What we do as ERC specialists help ensure that those small businesses in our community have received the second half of their stimulus package. We will help you find out if you qualify, amend your tax returns, and even provide 100% full audit protection.
Are you trying to plan Insurance And Financial Services for your retirement but don’t know where to turn? Click below to set up an appointment, and we will point you in the right direction.