Your Roadmap for Retirement Plan

At Burzynski Group Retirement Solutions, we specialize in helping those in or nearing retirement create and implement personalized written plans. We provide a wide array of financial planning and wealth management solutions that align with your goals of having reliable income throughout retirement.

 

Our Roadmap for Retirement Process

Having helped thousands of Michigan families retire over the years, we can confidently tell you that a key to a successful retirement is reliable income. After all, we can’t “make work optional” and retire if we do not have steady income to support our needs. We will help you understand how to make sure your expenses can be met with consistent and reliable sources of income throughout a lengthy retirement. Next, we will help to ensure you are maximizing your Social Security benefits as well as pension decisions. Additionally, we will help develop a solid gameplan to make sure steady income continues in the event of a premature death to a spouse.

Just as it was throughout your “accumulation years”, it is critical that your investment portfolio aligns with your goals as you approach and enter retirement. As independent financial advisors we offer our clients a wide array of active, tactical and passive investment portfolios to fit their individual objectives. Our commitment to our clients is to provide personalized investment management while providing cost-efficient portfolio solutions.

One of your largest expenses in retirement is likely to be taxes. Many families who are in or nearing retirement commonly have a large portion of their savings accumulated inside tax-deferred accounts (401k, 403b, IRA, etc.). Without a purposeful “exit strategy” from these accounts, you could potentially trigger an avalanche of additional taxes that otherwise could have been avoided. We will help you identify the tax-efficient strategies available to you right now that could ultimately result in a considerable amount of tax savings throughout your retirement. Keep in mind that taxes in our country are scheduled to increase over the coming years and the time is now for proactive tax planning.

Having to transition from a familiar employer-sponsored health plan over to Medicare can be a daunting and confusing time. On top of that, so many retirees are left worried about the rising costs of long-term care that they simply often become overwhelmed. We will help you understand your options that can offer the protection you are seeking while staying within your budget.

Through the use of our strategic partnerships, we can pair you with a trusted Estate Planning attorney to ensure your assets transition to your loved ones as you would have wanted. Often times, proper estate planning can provide a seamless transition of wealth during a difficult time in our beneficiaries’ lives – in addition to potentially reducing the tax liabilities they will be responsible for.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Burzynski Group Retirement Solutions has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
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Disclosure

Insurance products are offered through the insurance business Burzynski Group Retirement Solutions.  Burzynski Group Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by Burzynski Group Retirement Solutions are not subject to Investment Advisor requirements. 

Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income, etc. streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Burzynski Group Retirement Solutions is stated or implied. Appearances on 62 CBS Detroit and Radio shows on WWJ are a paid placement. 1897453 – 8/23