Welcome to AAA Retiree Program
EMPOWERING YOU WITH KNOWLEDGE
Click here to see our upcoming Social Security workshops
The AAA Retiree Program helps individuals and families protect the money they have spent a lifetime working for. Our focus is to educate and help those nearing retirement or in retirement about potential risks and opportunities. Proper education along with a well thought out plan will help to bring you peace of mind.
Retirement marks a transition from accumulating retirement assets to spending the money you have saved. The scary part is will your money last as long as you do or will you outlive it?
What keeps you awake at night:
- Picking The Right Way to Take Social Security
- Losses Due To Stock Market Risk
- The Cost of Living Going Up Faster Than Your Income
- Outliving Your Money or Income
- Health Care Costs
A well thought out plan will help you gain peace of mind on all of these risks of retirement. You generally only have one chance to get it right. We have retired thousands of times, with our clients and know what works and what doesn't.
Some of the services the AAA Retiree Program offers are:
- Personalized Social Security Maximization reports
- IRA and 401(k) roll over advice
- Strategies to help ensure a lifetime of retirement income
- Estate planning, including ways to avoid probate and taxes
- Personal pension plans
- Funeral expense planning
- Life insurance analysis
- Ways to protect money from the nursing home
For more information click on the resources tab above, call 1-800-978-7953 or
click here and one of our advisors will contact you.