We provide assistance in the following areas:
The Local Retirement Pros create customized retirement income strategies for people in or nearing retirement so their income will last as long as they do. One of the most common and stressful questions most retirees have is, “Will I outlive my retirement savings?”
There is not a one-size-fits-all blueprint for a successful retirement plan. There are a lot of insurance agents and financial services people that can print out a recycled retirement plan and pass it off as your path to success. The Local Retirement Pros at BGK Financial take time to analyze the multitude of factors that play into building a customized strategy for you and your family. We look at the whole picture and craft a strategy that is unique to you based on your retirement goals, your financial situation, your need for liquidity, your estate plan, your risk tolerance, your tax situation, your health insurance coverage needs, your social security plan, and more!
We provide assistance in the following areas:
Fee-based Financial Planning
- Retirement Income Strategies
- IRA’s and Rollovers
- 401k Rollovers
- Asset Protection
- Stocks & Bonds
- Brokerage Accounts
- Wealth Management
- Annuities
- Life Insurance
- Tax Efficient Strategies
- Estate Planning
- Health Insurance & Medicare
- College Plans
- Charitable Giving
- Long Term Care Planning
HOW MUCH RISK CAN YOU TOLERATE IN YOUR INVESTMENTS?
Measuring and determining your risk tolerance is one of the first steps we take before choosing the best investments for your financial goals. Once we know how much market risk you can tolerate, we can choose suitable investments that match your risk profile.
Learn more about YOUR risk tolerance here with our FREE Riskalyzer Report Tool!