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Our Services

The Retirement Evolution Difference

We know it can be hard trying to find the right financial professional to work with. We are proud to be an independent company to provide the best service to every client. It’s our experience that no two people have the same circumstances or goals.

Retirement Evolution Group designs each strategy for your unique financial situation. Our independence allows us to review the full range of products available in your state to determine which is best for you.

Our advisors review each case independently to create the best plan from our available services, including everything you need to plan for your retirement.

Alternative Investments

If you want to hedge your retirement against risks like inflation and have a more diversified portfolio, alternative investments may be a worthwhile acquisition. The investment offerings with the experts at Retirement Evolution can help increase your spendable income, decrease management fees, and provide you peace of mind. With offerings to accredited investors in two different industries, our alternative investments can provide investments with no market risk with fixed returns.

Life Insurance

For those of you who think life insurance is only to be used to transfer wealth to your heirs, think again. It is true that term life insurance is only used to transfer a death benefit to beneficiaries within the term of the policy, but there are now more types of policies available than the standard term life insurance policy, some of which include savings elements and cash value. Whole lifeuniversal life, and indexed universal life (IUL) policies take a portion of your premium payment and deposit it into an accumulating account. In this way, your life insurance policy also becomes an investment.

Medicare Services

Medicare coverage is a benefit of retirement for men and women who have paid into Medicare as part of the U.S. tax system. It’s a social insurance program that provides health insurance through a list of private insurance providers to over 55 million Americans. Retirement Evolution is certified to provide Medicare Supplement & Medicare Advantage plans through the private insurance carrier, United Healthcare. Schedule a meeting to learn about your options—you may qualify for a Medicare supplement or Advantage plan that helps you cover costs not covered by Original Medicare.

Social Security Planning

Social Security is one of the cornerstones of retirement, but there’s a lot of confusion about how it works and at what age it’s best to start collecting benefits. It’s important to work with an expert financial planner to maximize your benefits and ensure that you get to enjoy retirement, not just endure it. Ease some of the stress of retirement by scheduling a consultation with Retirement Evolution. We’ll use our financial planning experience and trusted Social Security Timing software to guide you through the complexities of Social Security and determine the optimal time for you to start taking benefits. Planning ahead with Retirement Evolution can help you tap into benefits of up to $100,000—or even more—over your lifetime.

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