When you take proper care of your retiring employees, you send an even bigger message to your current staff.
Most employees have the following two concerns:
Wealth Management
Many employees have accumulated a substantial "nest egg" for their retirement years. The guidance of a trusted financial advisor can help them create a plan to help protect their "nest egg" from market fluctuations and provide a stream of income that will last a lifetime, long after they have left your employment. Let Agency Associates Financial Services consultants help you and your employees with any of the following financial decisions:
- IRA Rollovers
- Annuities
- Retirement Planning
- Strategic Financial Services
Health Care Management
Maintaining health care coverage beyond age 65 has become significantly more difficult over the past few years. Working with a licensed professional can help your retiring employees make an informed transition that will reduce the complexity of important health care issues, such as:
- Medicare A & B
- Medicare Supplements
- Medicare Prescription Drug Plans (Medicare Part D)
- Long Term Care Insurance
Through AAFS, we can also help you with other challenges such as:
- Proper Insurance Strategies
- Life Insurance Product Evaluation
- Investment Products
- Tax Reduction
- Key Employee Benefits
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member NASD, SIPC and Registered Investment Advisor.
For more information contact Judy Mankin at 317-704-8308 or jmankin@agencyassoc.com
