When is the appropriate time to retire?
In our opinion, the appropriate time to retire is when you have put together a sound plan, and can afford to live off of the retirement savings that you’ve accumulated over your working career. This could mean retiring in your 50’s or 60’s. Everyone’s situation is different.
When is the appropriate time to draw social security?
Should I draw at age 62, full retirement age, or 70? These are questions that many of our clients ask. There are many variables to take into consideration, such as:
- Will you continue to work after drawing benefits
- Current health status
- Age of spouse and their health status
- Are you widowed or divorced
There are many more questions that must be answered, but many people make un-informed decisions about social security, and therefore lose tens of thousands of dollars in benefits. It’s important to meet with a professional advisor who can help you plan the right time to draw social security.
What types of solutions do you offer?
We work with many types of retirement solutions such as:
- Fixed and Fixed Indexed Annuities
- Whole Life and Universal Life Insurance
- Medicare Supplements and Medicare Advantage Plans
- Single Premium Annuities
- Revocable Living Trusts
When you work with Wealth Planners of America, you can be 100% confident that your money will NEVER be at risk. Our advisors are not licensed to represent any investment that could potentially risk your principal. We are proud of the fact that none of our clients have ever lost a penny with the plans we recommend.
Is there a fee to consult with a Wealth Planner?
No. Wealth Planners of America will never charge a fee to any client for designing a retirement plan. If you are happy with our solution and decide to work with us, we will be compensated directly by the Insurance Company.
We hope these FAQs about Wealth Planners of America have cleared up any questions you may have had, but if not, please contact us today. We are excited to help you in your retirement planning, and look forward to hearing from you soon!
Toll Free: 1-888-619-0001
Our offices are located across the country to assist you and your needs.
San Antonio, TX – Corpus Christi, TX – Laredo, TX – Minneapolis, MN – St. Paul, MN – Jacksonville, LA – Henderson, NV
9706 Plymouth Rd., Suite 200
San Antonio, TX 78216