Our Financial Services

As a family owned Retirement Firm we enjoy and believe in the importance of getting to know you, learning what your goals are for your retirement. “Share with us where you are today and in the future where you would like to be and let us help you bridge the gap”.

The core of our practice is retirement planning. We work daily with a team of advanced planning resources to seek and identify possible strategies that can benefit you in achieving your dreams for retirement. We want you to know that we are not a big box “cookie cutter, one size fits all” type of firm. We are not captive to any one company and just like a tailored suit, we custom tailor ideas, concepts and solutions for every client’s specific situation.

Retirement Planning

While people are living longer, health costs and the cost of living is increasing. Advantage Retirement can help plan for your retirement by insuring income products and helping protect your retirement savings. We implement wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care and life insurance strategies into your retirement plan. We provide you with peace of mind and help ensure your estate will be passed onto heirs in the most tax-advantageous manner.

Download Our “10 Steps to a Successful Retirement” Guide

Asset Protection

There are many strategies and tools we can integrate into your financial plan to protect assets. Your plan can include a legal will, beneficiary deeds, powers of attorney, an estate plan and a trust – all of which will help you keep more of your hard-earned money and pass on more of your assets to your heirs (rather than the IRS).

Estate Planning

Properly planning, protecting, preserving and passing along your estate to your heirs is one of the most vital elements of your overall financial well-being. Customizing a strategy to meet long-term goals and needs will ensure your estate is passed on as you desire. As a legal resource provider, we can refer you to qualified legal professionals.

IRA & IRA Rollovers

We can show you how to roll over your retirement savings accounts and avoid unnecessary taxes, penalties and fees. Whether you have a 401(k), pension, 403b or IRA, we can create the plan you need to reach your retirement goals.

Tax Planning

Our team of professionals works directly with you to ensure the most tax advantages during your retirement years. Many seniors do not realize that taxation on social security creates one of the largest marginal tax brackets that exists.

Wealth Accumulation

Whether you are developing an income plan or protecting assets, we can create and implement a retirement plan to meet your financial goals.

Probate

Known as the process of proving a will to be true, we apply probate estate planning strategies to ensure your family does not go through the probate nightmares.

Testimonials

“I was introduced to Mike and Advantage Retirement in 2010 and it has been the best move I ever made. We explained our situation and Mike showed us several safe money and income options and in the past 6 years he and his staff has guided us in our finances and my estate value has increased two fold since. Mike has always been willing and ready to help me and Barbara in answering questions. I strongly recommend him”.
– Wendell Forshee

“Mike has been a trusted friend and retirement advisor for nearly 10 years. I had just retired and made contact with him for help with our Trust, long term care concerns and retirement income planning and we have been very appreciative for what he has done for us. Mike has always been truthful and informative on options that he has presented, never pushing us into anything that we weren’t knowledgeable about. Mike has helped us to be very comfortable in our retirement and we have trusted Mike as he always has delivered what he said he would do.”
– Don and Iona Jones

“I have known Mike Gann’s family for many years. Mike’s staff at Advantage Retirement Services has helped us with our retirement needs in so many ways. Mike is very knowledgeable, patient and trustworthy.”
– Carolyn Marshall