This is our sweet spot
Guaranteed Retirement Income
When it comes to maintaining your lifestyle, it's your income rather than your savings that counts most. Most people make the mistake in retirement of replacing their paycheck income with if-come... That is, as long as the dog doesn't bark and the bow doesn't break, you'll get to enjoy the same predictable income that you enjoyed during your working years. Unfortunately, the Market is fickle. There are highs and lows. We work with you to ensure that Market declines don't affect your income or your ability to sleep at night.
Instead, we work with you to replace your paycheck income with guaranteed monthly retirement paychecks by utilizing proven strategies to convert your retirement savings and assets into a steady, dependable lifelong income stream that keeps pace with inflation. Knowing that you have monthly paychecks throughout retirement means you never have to worry about maintaining the life you have built. The rest is like icing on the cake.
Intelligent Investment Strategies
We meet wherever you are in life with innovative investment solutions for long-term investors building your wealth and assets during the accumulation stage of life, as well as those transitioning from building wealth to using it in their retirement decumulation stage, where controlling risk and volatility becomes a priority. AngelPruitt develops personalized investment strategies tailored to each client’s unique risk tolerance, goals, and investment horizon. We offer smart portfolio design combined with consistent investment plan oversight and monitoring. For more information on some of these strategies, click here:
Retirement Tax Optimization
We will work with you to help minimize your tax obligation in retirement through purposeful withdrawal strategies designed to help you keep more of your retirement nest egg and avoid unnecessary tax burdens. The type of account you withdraw from and the order in which you take distributions can make a significant difference in the money that goes directly to you, tax-free. After all... It's not what you make in the Market, but what you keep that counts.
Retirement Healthcare & Insurance Protection
We'd love to think that we will enjoy fair sailing throughout our lives. Experience teaches us that sooner or later, we'll have to weather the storms of life. Toward that end, we work to ensure that you are protected against life’s unexpected turns. Whether it is healthcare and Medicare decisions, insurance needs, or long-term care, protecting your future is vital to your retirement plan. We help you think about and prepare for your future needs, now.
Estate and Legacy Planning
Through our legal partners, we provide you with additional estate planning and legacy tools to provide you with peace of mind, knowing that when you are gone or unable to make decisions, you have a tailored legacy plan that reflects your values and honors your wishes, while ensuring that your family is secure financially, and that your assets are distributed as intended.