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125 South Burwell Avenue Adel, GA 31620

(229) 896-3436
info@youronesourcesolution.com
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Retirement Planning

OUR SERVICES INCLUDE:

OUR SERVICES INCLUDE:

  • Pension Consulting
    • TRS - Teacher's Retirement System
    • Pension Maximization
    • FRS - Florida Retirement System
    • RSA - Retirement System of Alabama
    • Others
  • Social Security Consulting
    • Windfall Elimination Provision
    • Government Pension Offset
    • Social Security Optimization
  • 401k, 403b, 457, 401a, Roth
    • Open-Architecture Mutual Fund Platforms
    • Brokerage Windows
    • Annuity Platform Support

If you reached retirement age today would you have enough saved to spend the next 20 to 30 years living the same lifestyle you enjoy today? Chances are you will need about 75% of your current income each year.

During the working years, we will help you:

During the working years, we will help you:

  • Establish a savings goal
  • Understand your employer's plan (401k, 403b/TSA, 457, 401a,)
  • Budget planning and debt elimination
  • Establish a college Savings Plan
  • Discover small Business Tax planning
  • Explore business Succession planning
  • Much More!
The Final Five -- Directly Before Retirement we will help with:

The Final Five -- Directly Before Retirement we will help with:

  • Analyzing your Social Security options – determining when to begin and identify any impacts of Government Pension Offset or Windfall Elimination Provision.
  • Retirement Income Planning
  • Roth Conversion planning
  • Much More!
During the Retirement Years, we will help with:

During the Retirement Years, we will help with:

  • Generational Planning
  • Estate & Tax Planning
  • Creating portfolios with proper asset allocations for changing circumstances
  • Much more!

As life expectancy lengthens the need to save appropriately for retirement does also. There are many ways to strengthen your retirement savings, including participating in your employer’s match program, creating automatic saving into your accounts, and eliminating debt. As your wealth management team, we can help keep you on track to reaching your retirement plan goals so that you can spend those “golden” years doing the things that you love to do with the people you love to do them with.

“We are real people who offer real solutions to real problems.”

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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