Call Us: 417-893-7233
Protecting your plans and your future.
Certain life circumstances are out of our control—illness, injury, and even loss. We understand the financial impact that each of these events can bring, and work tirelessly to provide our clients with a personalized insurance plan that protects you and your legacy from potential financial disruption.
Long-term care insurance can potentially help bear the financial weight from negatively impacting your family members if you were needing care for an extended period.
Disability insurance helps to cover you in the unexpected event you become ill or injured and are unable to work for an extended period.
Health care costs are one of the biggest budget items for retirees. This includes premiums, out-of-pocket costs, and medication.
Medicare covers some of these items, but usually not everything. Long-term care costs, if not planned for, can also erode assets over time. We will help you build a plan that accounts for both expected and unexpected health care cost in retirement.
Annuities are often used to create guaranteed* lifetime income in retirement to help replace your monthly paycheck. We can tailor a plan that meets your specific needs and guides you through the process of creating and growing your retirement income.
Life insurance can help you keep your family financially on track even after you are gone.
¹https://www.csa.us/about-society-of-certified-senior-advisors/
²https://www.napa-benefits.org/about?tab=association_history
*The Million Dollar Round Table (MDRT) is a professional insurance organization for insurance agents based on sales production.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.
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.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.