Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Retirement Income Strategies

If you worry or wonder about the possibility of outliving your money, you aren’t alone. That’s one of the first issues people raise when they come in for an initial visit.

Investment & Risk Management

Our investment strategies focus on two things: asset preservation and wealth accumulation.

Tax-Efficient Strategies

In the wake of numerous stimulus and relief packages, many are considering how taxes may impact their financial plans. We collaborate with your tax professionals to ensure your financial strategies align with your overall goals.

Asset Protection Strategies

As you get closer to retirement and transition from the accumulation phase to the preservation phase, you likely will be more sensitive to potential cracks in your nest egg.

IRA & 401(k) Rollovers

We will help you optimize your retirement accounts, determining whether a rollover or new plan makes sense for your financial situation.

Long-Term Care Strategies

For some who are nearing or already in retirement, outliving good health is a bigger concern than outliving their savings or income.

Life Insurance

Ensuring your loved ones are protected and financially secure should you unexpectedly pass away is just one of the many benefits of life insurance.

Annuities

As pensions continue to go the way of the dinosaur and the burden for generating retirement income shifts to individuals, many are adding fixed income products to their financial plans.

Medicare

We’ll look at Medicare Parts A, B and D, as well as long-term care options, to address rising health care costs.

  • Long-term care strategies
  • Life insurance
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The TEAM Retirement Solutions Process

Using our TEAM Retirement Solutions Process, we develop strategies to help you in three key areas:

Putting Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will my money last as long as I do?” Strategies include insurance products, such as annuities.

Preserving What Belongs to You.

As you near retirement, you transition from the accumulation phase to the preservation phase. We help you preserve your assets by incorporating a variety of products and services, including life insurance, tax-efficient strategies and long-term care plans.

Providing for Those You Love.

You can continue taking care of loved ones even after you’re gone. We are a strategic partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, legacy planning and more.

Insurance products are offered through the insurance business Team Retirement Solutions. Team Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Team Retirement Solutions are not subject to Investment Adviser requirements. AEWM and Team Retirement Solutions are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Team Retirement Solutions is not affiliated with or endorsed by the U.S. Government or any governmental agency.