Retirement Planning

Wealth Management Through Estate Planning

One of the main goals for many individuals is long-term financial security and independence. This goal is realized when a person is financially secure enough to live at their desired comfort level without need for employment income. Financial security at retirement requires individuals to carefully plan. Unfortunately, individuals 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. Due to the complex nature of retirement planning, Junkin and Company stands ready to provide direction and guidance.

Learn more about:

  • 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.

Looking for something else?

With years of experience in the business, we are confident that we can find a solution that suits your needs. Contact us for more information.