PREPARING FOR RETIREMENT SHOULD CREATE EXCITEMENT, NOT CONCERN.
But it's also complicated. We haven’t even really scratched the surface on this page — there is Social Security, Medicare, pensions, 401(k)s, and much, much more to consider. We could help you navigate that world; we live in that world every day. You may be at the peak of your career and enjoying working; you may begin wrapping up your career and transitioning to retirement. In either case, now is your chance to make sure you have everything in place for when you do retire and to make sure you are able to enjoy it. Allow us to help you secure your financial future.
Advisory Services offered through Change Path, LLC a Registered Investment Adviser. Change Path, LLC and Kincaid Financial Resources are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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 or lifetime income 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.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.