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Let’s aim for the green together.
We collaborate with experienced CPAs to provide a personalized approach. Our ultimate goal is to help you prepare for the future so you can get back to doing what you love—no matter what it is.
WHAT WE OFFER
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Services
Retirement Income Strategies
If you’ve been saving your whole life but wonder if it’s enough to last, now’s the time to take a closer look and address any concerns. Our tailored strategies are designed to help you fill any potential income gaps and keep your retirement on track.
Here’s how we do it:
- Reviewing all income streams: defined benefit pensions, investments, Social Security, etc.
- Identifying potential risks and creating a distribution plan for each income stream.
- Exploring annuities as a potential strategy to fill gaps and reduce risks.
Tax-Minimization Strategies
Do taxes leave you stressed? Worried you might be under- or overpaying? We’ll take a closer look at your current situation and explore tax-minimization strategies that could keep more money in your pocket.
Our approach includes:
- Reviewing your tax situation and any concerns about over- or underpaying.
- Exploring retirement strategies and insurance options that could reduce your tax burden.
- Working with your CPA or accountant to ensure everything lines up.
Legacy Planning
Do you have a plan to leave a legacy for your loved ones or favorite causes? It’s more than just financial resources—your legacy could provide ongoing support for a spouse, children, grandchildren, or an organization that’s important to you.
We’ll help you plan by:
- Reviewing beneficiaries on all existing financial and insurance accounts.
- Reviewing life insurance coverage and sourcing additional policies if needed.
- Working with your attorney to help create wills, trusts and other documents.
Long-Term Care Insurance
Worried about health care costs as you age? Even with health insurance or Medicare, you may need extra coverage for care down the road. Long-term care insurance can help manage future expenses, whether you’re receiving care at home or in a facility.
Here’s how we can assist:
- Discussing potential health care assistance needs.
- Sourcing policies based on needs and budget.
- Setting up policies and servicing the policyholder.
MB Financial Capital
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.