Retirement & Estate Planning Services Inc Information

Retirement & Estate Planning Services, Inc. specializes in working with individuals and businesses towards achieving their financial goals and needs through customized financial planning. Whether you need life insurance, disability insurance, college savings plans, retirement planning or estate planning, we offer a lifetime financial guide approach to our clients. Today's financial markets are becoming increasingly more complicated. Selecting the investment options that are best for you can be overwhelming without professional guidance. There are five important steps we utilize in the process of designing a personalized plan:Information GatheringInformation gathering is the first step in developing a personalized plan. We will examine all your documents, such as tax returns, income statements, employee benefit and retirement plan documents, wills, trusts, insurance policies, investment statements and bank statements. In addition, we will discuss your lifestyle goals and considerations such as the economy, interest rates and inflation.