List of Services

At Retirement Security, Inc., we want to walk with you through every stage of life.

Our planning process begins with an evaluation of your current financial situation. We spend time learning about you – your values, your goals, your dreams.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you, side by side, so that you're comfortable with the financial suggestions we make.

As you approach retirement, our goal is to help you devise an income strategy so that whatever happens in the markets, the economy, or the world, you feel confident about where your retirement income is coming from.

Along the way, we pay special attention to the tax consequences of your plan, using the a mix of tax deductions, tax deferrals, and tax credits for your situation.

 

Some of the products and services we offer:

Protecting Your Assets and Income

  • Life insurance
  • Disability insurance
  • Medicare supplement insurance
  • Long-term care insurance

 

Investing for Long-Term Goals

  • IRA and Roth IRA
  • Rolling over a previous employer’s retirement plan
  • Retirement plans for small business: 401(k), 403(b), SIMPLE IRA, SEP-IRA
  • College savings plans
  • Stocks, bonds, and mutual funds
  • Real estate investment trusts
  • Annuities

 

Enjoying Your Retirement

  • Retirement income planning
  • Estate planning
  • Charitable giving