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Retirement Planning

According to The Motley Fool, only 37% of people in the United States say that they've bothered to calculate how much money they'll need to save by the time they choose to retire. Twenty-nine percent say they haven't started saving for retirement at all, while 48% have NO stocks or mutual funds — either privately acquired or through their workplace.

At The Twelve Firm, no matter who you are or where you want to be by the time you retire, we'll help you start planning today to guarantee the future you deserve.

Our retirement & insurance planning services include, but are not limited to:

  • Discussing your unique goals, coming up with the best plan of attack to make your eventual success no longer a question of "if" but "when."

  • Helping you better understand your retirement needs, not just in terms of the lifestyle you want to lead, but what you leave behind for your loved ones.

  • Helping to handle what happens to your business after you retire. We'll take care of estate and succession planning to help guarantee that things occur exactly the way you've always wanted them to.

  • Helping you take into account complicated factors like inflation and taxes, all of which can affect the income you receive each year during retirement.

  • Helping you set up a long-term cash distribution plan.

  • Helping you invest in income-generating assets like real estate, annuities, other businesses and more — with the structure you need to guarantee the returns you want.

Your retirement years are supposed to be the reward you earn after a lifetime of hard work. At The Twelve Firm, we want to make sure that you get every last joyful moment you are entitled to. If you'd like to find out more about our retirement & insurance planning services, or about any of the other financial advisory services we offer, don't delay — contact us today.

Man Fishing
Image by Vlad Deep

Insurance Services

While it's certainly true that nobody can see the future, with the right insurance planning professionals at your side you can essentially do the next best thing — you can use the uncertainty of tomorrow to create bold new opportunities today. Here at The Twelve Firm, our trusted advisors can help guide you through unpredictable waters to help not only make sure that you're protected regardless of what life chooses to throw at you, but that you and your loved ones are actually in a far better situation because of it.

We will sit down with you and discuss not only your current situation, but your future and long-term goals. We can then come up with the right plan to make sure that you and your loved ones are covered — no matter what. Our services include, but are not limited to:

  • Conducting a comprehensive review of all of your existing policies, taking advantage of opportunities for improvement wherever possible.

  • Analyzing your life insurance needs to help protect you from tomorrow's challenges.

  • Performing a long-term care insurance analysis, guaranteeing that you're covered no matter what.

  • Considering complicated topics like disability insurance, by finding out where they fit with your long-term plans.

Nobody is saying that you should suddenly be able to look into the future — but with The Twelve Firm at your side, you won't actually need to. If you'd like to find out more about our insurance planning services, or about any of the other financial services we offer, please contact us today.

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