Retirement Planning

Financial security at retirement requires individuals to carefully plan. Rely on our expertise to help you create a retirement plan that is in line with your financial goals and timeframe for retirement.

We are the Midwest’s retirement planning experts.

Junkin & Co is here to provide an in-depth analysis to give you a proper understanding of funding requirements to protect your life, work and retirement expectancies. We also shows you the best financial strategies that will achieve this.

Retirement presents a new adventure, and most individuals are interested in achieving financial security (the ability to maintain a desired lifestyle without being employed). Unfortunately, most people are uncertain about how much money they will need to fund their retirement. When coupled with changes in Social Security, tax laws, the economy, and the value structure of our society, retirement planning becomes a necessary, but difficult and, at times, consuming process.

Factors that affect retirement:

Understanding how these risks impact us and how to safeguard assets is vital to maintain income that has little or no risk of being depleted.

  • Inflation
  • Longevity
  • Fees
  • Lack of understanding
  • Market Volatility
  • Poor Investments
  • Taxes
  • Debt

We’re here to help. Contact us to discover:

  • How we can provide you with higher returns than CDs without adding any additional risk to your principal.
  • How to stretch distributions from your IRA to benefit your children and grandchildren.
  • How Medicaid retirement plans in conjunction with annuities can help many retirees protect assets and qualify for Medicaid assistance.

And much more.

With years of experience in the business, we are confident that we can find a retirement solution that suits your needs. To inquire about a non-binding consultation, or to schedule an appointment, please call: 440-834-4881

RETIREMENT PLANNING
LEARN MORE:

MAKE AN APPOINTMENT

800-430-473

To inquire about a non-binding consultation, or to schedule an appointment, call or use our contact form.

ESTATE PLANNING

MEDICARE HELP

INSURANCE PLANNING

Get the guidance you need.

If you need help with estate planning, insurance or getting on the best path to financial security, contact us today.

440-834-4881