How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide
range of services, including:
Retirement Planning
One of the keys to a reliable financial strategy is spending less than you take in and then finding a way to put your excess to work.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Insurance Reviews
Insurance reviews are an opportunity to measure your progress for your future goals. It’s a thorough process which involves a close analysis of personal finances and an assessment of other building blocks.
Income Strategies
We specialize in income strategies for guaranteed income to help you maintain your lifestyle now and in retirement.
Life Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Social Security Strategies
We can help you understand your Social Security benefits and educate you on how you can optimize those retirement benefits.
Tax Planning
We provide tax planning and preparation, utilizing ideas and strategies specifically designed for retirees.
Long-Term Care
Chances are you could live well into your 80s and 90s or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Investment Strategies
We work with you to develop a personalized investment plan to reach your future retirement goals. We will help you implement any new plan of action that has been developed.
Discover More About Our Services
To ask a question or request a complimentary consultation, please provide your information below.
Contact Us
(360) 878-8065
info@heartfinancialgroup.com
Main Office
3250 14th Ave. NW,
Olympia, WA 98502
Satellite Office
10116 36th Ave. Ct. SW,
Lakewood, WA 98499
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