Strategies for Successful Retirement

Preserving the Past · Protecting the Present · Planning for the Future

Retirement Planning

When the opportunity of retirement is soon, it is mixed with excitement and fear, hope and confusion. The words “I’m Done” are quickly followed by will I have enough income to meet my needs and wants? What do I do with my qualified accounts? What about tax strategies? What is the best time for me to start talking about Social Security? How and when do I apply for my Medicare?

A well thought out plan is needed to turn your dreams into reality. When it comes to your retirement, a professional that has been involved in retirement planning for over 30 years can help explain your best options for successful retirement by providing information on life impacting areas such as those listed on this page.

Click on the boxes below for additional information, and then be sure to schedule your free consultation.

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Retirement

We are committed to what matters most to you, having your money last . . . leaving a legacy . . . financial peace of mind. When it comes to your retirement, you need someone you can trust.

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Medicare

We offer all aspects of Medicare Assistance Services totally free of charge and take the time to thoroughly explain.

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Long Term Care

Nursing home care can run as high as $80,000 per year! Does your retirement strategy account for this kind of possibility?

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Social Security

Social security can be complex and confusing. Before you decide this critical piece of retirement, be sure you have the answers needed for an informed decision.

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Estate Planning

There are many working parts to your personal and financial estate. A system of organized information is helpful and necessary for you and your heirs.

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Life Insurance

An often-overlooked aspect of retirement planning is life insurance. Nothing is more needed, even in retirement, and there are many choices available.

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Qualified Accounts

If you are like most people approaching retirement, you probably come to this stage of your life with a variety of options for the retirement you have always dreamed of.

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Annuities

Diversification often offers the best chance of meeting your retirement goals throughout your lifespan.

Financial Advisor Land O Lakes

It’s possible to think you need a Financial Advisor, when a professional in retirement planning may actually be a better fit for you and your personal needs and concerns.

Job descriptions can be confusing, especially when you are searching for a professional to guide you through the many working parts of retirement. When you want financial advice it is generally pertaining to specific goals in your life. Do you need to review your investments and pensions plans? Consider downsizing, or early retirement?

Many people regard financial strategies as complex and confusing, and miss out on financial opportunities, or take unnecessary risks. For example, money with a Financial Advisor is not all guaranteed, it is at risk, where in retirement planning, your money is guaranteed and safe.

Perhaps The Willis Agency can become a trusted partner to help you move toward your goals and visions.

Click on the boxes above for additional information, and then be sure to schedule your free consultation.

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Caroline

"Jim has helped us for over 14 years but never as much as when my family and I needed him during the illness and death of my husband. He has not only been our financial advisor, but a friend and confidant and has been there every step of the way... Thank you so much Jim."

Rick & Susan

"When it suddenly hit me that retirement wasn’t so far away, I called Jim for help. We went over all my finances, talked about the plans my wife and I had for retirement, our hopes to travel, to leave our children an inheritance, charitable giving, even our health. Jim recommended a strategy that will give us a lifetime income and allow us to do most of what we hope to do. Thanks Jim!!!"

Wayne & Colleen

"We have found Jim to be sincere and honest which is so important to us. As we have gotten older, our desires and needs have changed, but all of the products Jim recommended to us have served us well. We are very happy with his services."

Dave & Sara

"We met Jim after we’d been retired a few years, and just asked him over for a friendly Estate Review... Jim showed us that unless we changed our spending and investments, in 12 years we would be completely out of funds. Jim spent many hours with us setting up a new financial plan, not only securing us the lifestyle we wanted, but covered our future plans."

Step 1: Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.

Step 2: Discovery Meeting

This is a deeper dive into what your desired outcomes are and what gives your life significance.

Step 3: Game Plan Presented

Based on your provided information, several options will be outlined that best fit your desired outcomes.

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