Retirement Planning

What is Retirement Planning?

Retirement is a financial position, not an age.  It means 'stop-working', not 'stop living'.  Living well in retirement often means having an income that you can't outlive. We work closely with clients to make sure they understand the importance of not only having retirement accounts, but having a solid retirement plan.

Retirement Planning Products

Here are a few of the products we assist clients with:**

• Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits 
• IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
• Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Survivorship Life.
• Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
• Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with us today.*
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Contact Us About
Retirement Planning:

(888) 429-4727
Norwell, MA |  Mason, OH​
Click Here to Email Us

*Health & Wealth, Inc. does not provide tax or legal advice.  For tax or legal matters, please consult with a tax specialist and/or attorney.
**Products offered may include fixed insurance products only, and do not involve securities.