Investing in Your Future

Our professionals are here to help provide strategies as you work toward your retirement goals.

We Identify Possible Strategies That Can Benefit You in Achieving Your Goals in Retirement

It’s never too soon to start saving and preparing for retirement. The sooner you begin, the more likely it is you can reach your retirement goals. When time is on your side, there is more opportunity to grow your assets too. No matter your timeline, we can help.

We Help With:

Social Security & Income Planning

We can help you plan for retirement looking at ways to protect your savings. We incorporate asset protection, retirement tax minimization planning, estate planning, income planning, long-term care, and life insurance strategies into your plan.

Estate Planning

Properly planning, protecting, preserving, and passing along your estate to your heirs is one of the most vital elements of your overall financial well-being. Customizing a strategy to meet long-term goals and needs will ensure your estate is passed on as you desire.

Insurance Strategies

Insurance helps to protect you and your family’s future from the unexpected. Life can take unpredictable turns, but with the benefits of long-term care insurance, disability insurance, health insurance, life insurance, and annuities, you can create a reliable financial future for your loved ones.

Retirement Focused Wealth Management

We believe developing a financial plan is the starting foundation of a bright financial future. Whether you are just starting to develop your financial strategy or are on the brink of retirement, we can create and implement a financial plan to help meet your goals.

Retirement Tax-Minimization Strategies

Our team of professionals work directly with you to ensure you have an efficient plan for taxes during retirement. Many retirees do not realize that Social Security can impact their tax bracket, and therefore need to prepare.

IRA Rollovers

If you’re looking for options on how to roll over your retirement savings accounts and avoid unnecessary taxes, penalties, and fees. Whether you have a 401(k), defined benefit pension, 403(b) or IRA.

Testimonials

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“I was introduced to Mike and Advantage Retirement in 2010 and it has been the best move I ever made. We explained our situation and Mike showed us several safe money and income options and in the past 6 years he and his staff has guided us in our finances and my estate value has increased two fold since. Mike has always been willing and ready to help me and Barbara in answering questions. I strongly recommend him”.

– Wendell Forshee

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“Mike has been a trusted friend and retirement advisor for nearly 10 years. I had just retired and made contact with him for help with our Trust, long term care concerns and retirement income planning and we have been very appreciative for what he has done for us. Mike has always been truthful and informative on options that he has presented, never pushing us into anything that we weren’t knowledgeable about. Mike has helped us to be very comfortable in our retirement and we have trusted Mike as he always has delivered what he said he would do.”

– Don and Iona Jones

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“I have known Mike Gann’s family for many years. Mike’s staff at Advantage Retirement Services has helped us with our retirement needs in so many ways. Mike is very knowledgeable, patient and trustworthy.”

– Carolyn Marshall