We Can Enhance Your Retirement Planning

When we meet prospective new clients, we inevitably learn all about their business, families and choices.  We also learn many reasons clients put off talking to a financial consultant about retirement planning, protecting their wealth and ensuring a vibrant legacy.

Sometimes this is just about focus.  When you spend every day making sure your own clients enjoy a great customer experience, you lose track of things like retirement planning, exit strategies and legacy planning.  Or maybe you did all of that…15 years ago.  What you think about, what you needs constantly changes and if you haven’t updated your retirement and legacy planning, it time to review your plan.

The Need to Review the Plan

Your business value has changed in fifteen years.  It is possible that your health needs have changed too.  Was your exit strategy in the original retirement plan you conceived? With all of those changes, retirement planning needs to be periodically reviewed and renewed.

It is natural, even when you make a good plan, that changes will need to be integrated into the plan years later.  We show you ways to enhance your plan using uniquely designed legitimate programs that many business owners never realize they qualify for. 

Before you can know which programs would make sense for your situation, assess where you and your business stand today.  We can help with this, and save you some time.  It is essential to step back and evaluate your situation, lifestyle, and progress made on achieving your retirement goals.  Next, let’s put the financial assessment in writing. It will become your starting point, useful for navigating the journey toward your financial destination.

Enhance Your Retirement Planning

Mellody Hobson, known for her TED Talks series, said: “…about understanding money regardless of the amount. It’s about how you treat it and how you maximize opportunities.” At Americore, we have spent decades on finding additional ways to help you maximize your financial opportunities.  We call those opportunities blue apple programs, because you rarely see them, but they are incredibly valuable, nonetheless.  We access programs offering tax breaks, credits, rebates and other incentive programs that help grow business and personal wealth today. 

Using Programs To Build and/or Protect Wealth

There are many programs available, and we have learned how to best match them to our clients’ needs.  Just a few include employee reimbursement programs, telehealth employee program incentives, travel reward bonus plans, R&D programs available to most businesses for product development, as well as other programs that add millions of dollars to your cash flow. 

But each of these opportunities works as part of a comprehensive retirement plan and exit strategy. And each plan starts by opening a conversation on how we can collaborate with you and your team to enhance your vision.

Acting on the Plan

Regardless of your age, retirement is not the vague someday event people often see it as.  There are real time frames that you can use to develop a great plan for retirement, business exit and legacy creation.  We can help you choose the programs right for you, make sense of the process,  and set up realistic goals to achieve.

Call our office at 747-224-8110 or contact us here to open the conversation.  Tell your Americore Group representative  what you’re looking for, and we’ll tell you how we think we can help you make that happen.