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Planning for Retirement

 

According to ConvergEx Group, "Only 58% of Americans are saving for retirement. Of that group, 60% have less than $25,000 put away, a full 30% have less than $1,000." According to Nielsen Claritas, Americans age 55 to 64 have a median net worth of $180,000, less than they'll likely need for health care spending alone during retirement.

 

When asked, most Veterinarians say that the sale of their practice IS their "retirement plan." However, our clients benefit from our years of experience to diversify and create a Plan B. 

 

Several retirement options are available, including, but not limited to:

 

  • 401(k)

  • Fully Insured Pension Plans

  • IRAs

  • Annuities with lifetime income riders

 

BE READY for wherever life takes you

Please contact our office at (954) 790-9706 to discuss specific coverage details and your insurance and planning needs. In order to protect your privacy, please do not send us your confidential personal information, such as your Social Security number, via email. Instead, discuss that personal information with us by phone or send by fax.

 

 

 

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