Grow & Protect
Planning For Retirement?
We Can Help You Achieve Your Financial Goals
IPG Financial
INCOME | PRESERVATION | GROWTH
Everyone wants to retire knowing that they have enough money to live how they choose. But no two roads to a successful retirement are alike. At %%COMPANY NAME%%, we aim to help you achieve your dream retirement by finding a financial strategy that works for you.
We’re committed to helping you succeed. That’s why we take the time to get to know you and analyze your personal financial situation. Then, through financial discovery, we evaluate your income, expenses, liquidity needs and retirement goals and develop a retirement strategy with the objective of helping you reach your retirement goals.
Retirement Planning
We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated retirement strategy.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Income Planning
We’re here to help you navigate throughout each of the income planning phases – and to help you utilize tax advantages to help accomplish your retirement goals.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Social Security
Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
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A Passion forRetirement Income
When mapping out your financial future, the key is to ask the right questions. Knowing what you are looking for will allow you to establish your needs so that together, we can devise the best income strategies.
– Kevin Smith, IPG Financial
Request Your Guide - Eight Obstacles to Retirement
As retirement draws closer there’s plenty of excitement. After all, you’re about to have the time you’ve always needed to do the things you’ve always wanted. But mixed in with that excitement may be a healthy dose of anxiety. Do you have an appropriate strategy? Can your finances hold up to a retirement that might last for more than two decades?
Forge a smoother path to retirement with the Eight Obstacles to Retirement brochure.
Eight Obstacles to Retirement
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Our Office
To learn more about how the %%COMPANY NAME%% team can be of assistance to you,
call us today at (540) 266-8913 or fill out the form below.