We specialize in helping retirees and those transitioning into retirement reduce tax burdens and increase income. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. The services that we specialize in include:
Retirement Income Strategies
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.
At Global Retirement Solutions, we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and educating you on how to reach your retirement goals.
Whether you’re in the initial stages of planning or are already retired, Marcel can help you make your retirement funds last. From creating an income stream you can’t outlive and maximizing the value of your assets to protecting your family and preserving a legacy for your beneficiaries in death, we have the knowledge and experience you can rely on to feel safe, secure and prepared. We will always keep your best interests at heart and put you in control of your financial destiny.
At Global Retirement Solutions, we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and educating you on how to reach your retirement goals.
Whether you’re in the initial stages of planning or are already retired, Marcel can help you make your retirement funds last. From creating an income stream you can’t outlive and maximizing the value of your assets to protecting your family and preserving a legacy for your beneficiaries in death, we have the knowledge and experience you can rely on to feel safe, secure and prepared. We will always keep your best interests at heart and put you in control of your financial destiny.
Tax-Efficient Solutions
April 15 can be a dreaded day, or a celebrated one. Global Retirement Solutions understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.
Estate Preservation
Our main goal is your main goal with estate preservation: to provide for your family, including spouses, children, grandchildren, parents and siblings. We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, Global Retirement Strategies will work with you to execute the proper strategies for you.
Long-Term Care
Long Term Care (LTC) is a variety of services which help meet both the medical and non-medical need of people with a chronic illness or disability who cannot care for themselves for long periods of time. The Centers for Medicare and Medicaid Services (CMS) estimates that about nine million men and women over the age of 65 in the US will need long-term care in 2006. By 2020, 12 million older Americans will need long-term care. A study by the U.S. Department of Health and Human Services says that four out of every ten people who reach age 65 will enter a nursing home at some point in their lives. About 10 percent of the people who enter a nursing home will stay there five years or more.
We can help you navigate your questions when it comes to selecting the right Long Term Care coverage for you and your needs. We’ll look at the following during your initial (no cost) consultation:
Call us today at 972-523-8153, so you can feel confident about your future, knowing that you are helping to protect your assets and your family’s well being.
We can help you navigate your questions when it comes to selecting the right Long Term Care coverage for you and your needs. We’ll look at the following during your initial (no cost) consultation:
- Types of LTC coverage available
- Who in your family is likely to need Long Term Care
- What to look for when buying Long Term Care insurance.
Call us today at 972-523-8153, so you can feel confident about your future, knowing that you are helping to protect your assets and your family’s well being.
