Retirement Planning

Brokerage Specialists, Inc. takes pride in providing comprehensive retirement planning services to our clients.  We review our clients Wills, Estate Plans/Trusts, Taxes, Insurance, and Social Security maximization. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Brokerage Specialists, Inc. offers:

Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. This is YOUR personalized comprehensive retirement plan. Our thorough and coordinated approach ensures that your plan is developed using a holistic view.  We have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, YOU. Contact us to set up an appointment for a consultation.

Want to know more about who we are?

Come to one of our FREE educational seminars to learn more and receive your own personalized Social Security Income Report! See upcoming dates and reserve your seat at www.myssireport.com.

 

 

Todd Hoins does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.