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GUIDANCE YOU NEED FOR THE RETIREMENT YOU WANT

Providing solutions for people over age 55 on how to prepare and live the retirement of their dreams

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Who We Help

Who We Help

Whether you’re retired or preparing to retire, you’re probably wondering, are you saving enough, too little, or too much? Or maybe you are questioning if you have sufficient savings to provide an income stream that will cover your expenses? Perhaps you are not sure of the best way to pass wealth to your children and charities?

We have over 20 years of experience guiding clients in retirement preparation. By listening to what matters the most to you, we can help you get on a path for gaining financial security and peace of mind. We are here for you. Let us handle your financial matters so that you can focus on enjoying life.

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What We Do

At Empowered Retirement, Inc., we partner with you to solve your life challenges and work towards fulfilling your financial dreams. We provide tools, support and education to empower you to pursue your retirement goals. Once your plan is crafted, we will design an investment proposal to provide income to replace your paycheck. Your plan will include Social Security maximization strategies, education on Medicare enrollment and an annual tax return review to help magnify your investment returns and minimize the check you write to the IRS on April 15th. We will even analyze your auto, homeowner’s, umbrella and life insurance policies. We do not leave any stone unturned while we seek to find financial solutions for you.

Retirement and Financial Planning

Retirement and Financial Planning

Make a plan that puts you on course for reaching your goals through sound financial strategies.

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Investment Management

Investment Management

While diversifying and balancing your investments, we help you to maintain appropriate levels of risk.

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Corporate Retirement Planning

Corporate Retirement Planning

Our planning can potentially reduce the financial stress of your employees, allowing them to focus on building your business.

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Tax Planning

Tax Planning

Smart financial decisions can mitigate taxes. Let us help ensure that you’re not paying more in taxes than you need to pay.

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How We Work - Our Process

We start by getting to know YOU and what you value in your life the most. We will identify where you are now, how you got here and where you see yourself in 5 years, 10 years, 15 years and beyond.

Once we determine where you’re starting and where you want to go, we create a plan that shows what your financial future looks like and what actions you might need to take to achieve the lifestyle that you desire. We consider many factors in our planning, such as longevity, inflation, financial obligations, health concerns and other aspects.

Once you know what steps to take next, we provide the most important part—support and accountability—which greatly increases the probability of you meeting your goals and living the life you always wanted.

Helpful Resources

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>The Wild West of Data Theft</p>

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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