Retirement Income Planning
At Gwynedd Wealth Solutions, we specialize in helping our clients maximize their retirement income utilizing both Fixed Annuities and Life Insurance. Our Registered Investment Advisory firm, Gwynedd Wealth Partners, provides investment management and investment advisory services for the non-insurance portion of your portfolio.
Gwynedd Wealth Solutions is an independent insurance agency. We are not beholden to any one insurance company and are able to objectively provide multiple retirement income options for our clients and their families. We have access to the best and most cost efficient insurance products available.
We start by understanding your retirement goals and future needs. Our extensive experience in the industry and thorough understanding of the myriad of products available, gives us a distinct advantage over most retirement planners. Our clients benefit from this experience and knowledge. We are able to objectively seek out the best product solutions for your specific needs.
For individuals and their families we provide the following:
- 401(k), 403(b) and IRA Rollovers
- Retirement Annuities
- Fixed Income Annuities
- Fixed Index Annuities
- Long-Term Care (LTC) Annuities and Insurance
- Index Universal Life and Whole Life Insurance
For business owners we provide advanced tax-effective retirement strategies such as:
- 412(e)(3) Plans
- Combined 401(k) and Cash Balance Plans (Combo Plans)
Gwynedd Wealth Solutions specifically provides insurance based products for those planning for or currently in retirement. We focus on preserving your principal while growing your assets to maximize your retirement income.
We help our clients both plan for their retirement and maximize their retirement income.
Contact us today for a free consultation!
Click the links below for more detailed information on specific retirement income strategies!