Planning & Investing in Your Future
Building clarity and confidence into your journey to retirement.
Creating a transparent & holistic strategy to help ensure that our client’s assets are preserved for generations to come.
We take a personalized approach to helping our clients navigate life’s challenges and achieve their version of financial and retirement success. Before offering any recommendations, we take time to get to know you, your current situation, your hopes for the future, and any challenges that may stand in your way. We then develop custom strategies to help you achieve your specific retirement goals.
Income Planning
You deserve a retirement you can be confident in, and we work to develop the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk, and potentially lower your taxes.
Tax Strategies
Once we know your goals and the current state of your finances, we can make recommendations and create a plan for you. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Income Strategies
Insurance can be used to protect more than just your physical assets. It can also be used to help protect your future.
Legacy Planning & Preservation
Comprehensive legacy planning helps ensure the management of your assets will be dictated by your wishes throughout your life and may provide a variety of benefits to you, your family, or designated charities.
Retirement Planning
Whether you’re in the initial stages of planning or are already retired, our process focuses on addressing the needs and goals of each of our clients and developing an all-inclusive portfolio.
Social Security Maximization
The more you know about Social Security the closer you may be to maximizing your overall benefits and allowing you to be one step closer to retiring with confidence.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! Senior Retirement Advisors proudly serves clients in Tacoma, WA, as well as the greater Pacific Northwest, and we are here to answer any questions or concerns you may have.
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Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
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Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
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