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.

Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At TEAM Retirement Solutions, we provide the vehicles necessary to help make that possible, using a variety of insurance products that can escort you to new financial horizons.

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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.

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 Advisor. AEWM does not offer insurance products. The insurance products offered by Team Retirement Solutions are not subject to Investment Advisor requirements. AEWM and Team Retirement Solutions are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 02399743 - 05/24