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Retirement Planner – Hollywood, FL

Are you looking for a qualified retirement planner in Hollywood, FL? There are many factors to consider when you begin retirement planning.

You will want to create a strategy lasting several decades. When someone hasn’t yet retired, many financial professionals recommend a game plan for at least three decades. Your plan will need to account for things like inflation and market volatility, as well as healthcare and legacy planning.

Our team at SafeMoney.com has served people from all walks of life as well as financial professionals since 2006. We have worked with more than ten thousand households nationwide and, with their financial professionals, helped them build personalized retirement income strategies.

When you are ready to begin planning for retirement, talk to one of our independent financial professionals. We serve the communities of Hollywood, Ft. Lauderdale, Pembroke Pines, Miami, Boca Raton, Pompano Beach, Plantation, and the surrounding areas.

You can request a no-obligation goal-setting appointment by calling us at 877.476.9723. During this time, you can also receive a complimentary, customized retirement report just for you.

Your report will feature a comparison of top-rated guaranteed income options that most closely match your goals and needs. It will serve as an initial retirement roadmap for you. We will be on hand to answer any questions you have.

Key Retirement Planning Questions

Have Questions About Your Financial Goals?

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Before you sit down with a retirement planner, no matter what, take stock of your current financial situation. It’s good to ask yourself questions such as these:

  • What do you want your lifestyle to be like when you retire?
  • How much will it cost to maintain your desired lifestyle during retirement?
  • Where will your retirement income come from? Is it guaranteed?
  • Is it enough retirement income?
  • Is there anything extra you could be doing right now to prepare for your retirement?
  • What kind of health insurance will you have when you retire (Medicare or other coverage, if you plan to keep working)?
  • Will it be enough, or will you have to supplement it?
  • What will you leave behind for your family in the event that something unexpected happens?
  • Do you plan to start a second career, start your own business, or volunteer during retirement?

When you answer these questions, it will help you direct your financial professional and select strategies that help you get where you want to go. Your retirement strategist can help you figure out crucial details, from your target retirement date to the amount of additional income you will need each year to secure your lifestyle.

How to Find a Right Fit for Your Retirement Planning Situation

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Your retirement success depends on finding someone qualified to help you. While there are many financial professionals out there, you don’t want to trust just anyone with your future or your savings.

Look for a retirement planning professional who has been in business for some time. You don’t want someone who might make costly mistakes with your hard-earned assets. Consider someone who has the experience to help you achieve your goals and who can answer even your toughest questions.

You will also want to ask them whether they are an independent, or a captive professional. Captive professionals work for a single parent company with a small line of dedicated products. They often have sales quotas to meet for those products, which means they are usually limited to just that product shelf.

Independent financial professionals are the opposite. They aren’t controlled by or beholden to a single financial company, and they can offer you a wide variety of options to help you meet your goals.

You will have a better chance of finding retirement strategies that suit your situation when you work with someone who has the business freedom to ‘shop around’ on your behalf. This is quite the advantage over just one company’s offerings.

All of our SafeMoney.com financial professionals are independent. The retirement report they create for you will include strategies selected from more than 2,400 marketplace options.

There is no obligation to choose one of them. It’s a free, comprehensive evaluation of what your best options are.

Our experts provide this to people living in the local communities of Hollywood, Ft. Lauderdale, Pembroke Pines, Miami, Boca Raton, Pompano Beach, Plantation, and the surrounding areas.

What Will Your Personalized Retirement Report Include?

Explore Your Options for Retirement Planning

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Among other things, your complimentary retirement report will include:

  • Your target retirement date
  • Your lifetime income
  • How much income per year you will receive
  • Disclosures of fees (if there are any)
  • Easy to understand comparisons of different options

You have worked hard your whole life so that you can finally retire and enjoy the fruits of your labors. You need strong strategies backed by contractual guarantees. It’s time to lock in the future you have always wanted.

You can call us or request help on this page. We will connect you to one of our expert local retirement planning strategists with experience helping clients achieve their goals.

SafeMoney.com has been featured in multiple major news outlets including Fox Business, CNBC, US News Money, CNN, and more, which has in turn been featured in 84+ million households in the U.S.

We look forward to showing you what an experienced team dedicated to excellence can do for you! Call us today at 877.476.9723 or request your personalized report at no charge.