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It’s always too soon …
until it’s too late!
Retirement Should Be Simple, Predictable & Stable
Get It Right The First Time
You have one chance to prepare for retirement and get it right. That’s where GroundRush Financial can help you. The concept of “ground rush” refers to skydiving. If you have never jumped, inexperienced divers experience a false sense of having more time than they really do before pulling the ripcord. The same illusion often happens to people leading up to retirement. We help you prepare for a predictable and stable retirement so you can enjoy your golden years without any surprises.
Your retirement is a potential
“40 year landing zone”.
For this new season of life, new risks are facing you: market volatility, running out of money, health care costs, inflation and longevity. We will explore strategies that could allow you to enjoy the retirement you deserve. These are some of the areas we will explore:
- Retirement Distribution Planning
- Tax Minimization Strategies
- Insurance Protection
- Investment Management
- Wealth Span Report
Your Retirement Partner
“First time skydivers jump with a partner to make sure their chute opens on time and they safely hit their landing zone. I want to be your ‘tandem partner’ when you make the retirement leap to make sure you are prepared and land exactly like you planned.”
~ Bill Burke
Retirement Income and Preservation Specialist
COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG?
If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill?
Find out in 3 easy steps:
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Investment advisory services offered through Redwood Private Wealth, a SEC-Registered Investment Advisor. Redwood Private Wealth does not provide legal or tax advice. Investment Advisor Representatives of Redwood Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through William D. Burke & Co., Inc. Securities transactions for Redwood Private Wealth clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21927 - 2022/5/31
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