Financial Planning
Legacy Planning
Legacy planning ensures your assets and wishes are honored. At Safeguard Retirement Solutions, we guide you in preserving assets for future use or transferring wealth to beneficiaries. Our comprehensive approach includes:
Initiating conversations and planning strategies.
Facilitating connections with attorneys for asset transfer.
Utilizing tools like wills, revocable living trusts, and powers of attorney.
We offer a coordinated effort to protect and transfer your wealth according to your wishes, providing peace of mind for you and your loved ones.
Social Security
Maximizing your Social Security benefit is crucial for a secure retirement. Safeguard Retirement Solutions offers expert guidance to help you understand and optimize your Social Security benefits. We educate on the best filing strategies and timing, potentially increasing your benefits by up to eight percent annually. Our comprehensive brochure covers key topics like benefit amounts, marital options, income impact, and tax implications. Let us assist you in getting the most out of your Social Security for a comfortable retirement.