Providing retirement, investment, and medicare advisory services
Astute Retirement goes beyond the basics, providing the best-in-class solutions.
We have 30 years' experience advising people like you on
retirement, investing, and Medicare Solutions.
Why use us?
Simply put, we offer more than just selling insurance.
- We work diligently to ensure you get the Social Security, Medicare and retirement benefits you earned and deserve.
You may be wondering:
Do I have enough to retire?
What will my retirement income and expenses look like?
- We provide a customized retirement overview
showing your expenses and your income sources.
If you will be short and facing an ‘income gap’.
- We will produce a customized retirement plan designed to provide a retirement lifestyle comparable to or superior to your working lifestyle.
- If you are facing an income gap, we will show you ways to close it and produce sufficient guaranteed lifetime income to cover your retirement expenses.
- We inform you of the best available investment options, pre and post-retirement.
Astute Retirement uniquely provides advisory on:
• Medicare
• Retirement analysis
• Guaranteed income or true investment solutions.
- We will produce a customized retirement plan designed to provide a retirement lifestyle comparable to or superior to your working lifestyle.
- If you are facing an income gap, we will show you ways to close it and produce sufficient guaranteed lifetime income to cover your retirement expenses.
- We inform you of the best available investment options, pre and post-retirement.
We invite a conversation where we can learn about you and outline our value-added services.
Selecting the right advisor is the most important decision in your retirement.
Choose wisely.
|
Advisor Comparison |
Dual Capable Astute Retirement | Insurance only salesmen | Fee based investment advisors |
|---|---|---|---|
|
Unbiased offering of income tools and growth investments |
YES |
NO |
Generally, NO
Principally focused on stocks and often against guaranteed income tools |
|
Legally obligated and regulated to offer you the best possible solutions |
YES |
NO
Only bound to offer suitability or something ‘not wrong’. |
YES, in theory
(But, in practice, how can they truly offer the best solutions if they are likely biased against guaranteed income products) |
|
Tested and certified by FINRA, regulated by the North American Securities Administers Association NASAA |
YES |
NO |
YES |
|
Open to many tools, Unbiased |
YES |
NO
Since they have no investment license, the only way they can make money is selling annuities or insurance. |
Most likely NO,
Likely biased against income solutions and biased towards stock market growth and risk. |
|
Expertise and legal advisory capability in self-directed IRA for real estate investing |
YES |
NO |
Generally, NO
Real estate in the self-directed IRA is a specialized area that very few advisors work in. |
|
Expertise in Medicare |
YES We complete annual certification and education to offer Medicare solutions. |
Generally, NO |
Generally, NO |
|
Committed to fair compensation that truly reflects investment uniqueness, research, and value to the client |
YES |
NO
Commissions are set by insurance industry |
Generally, NO
Most charge 1%, or more, irrespective of uniqueness or value in the investment |
Astute Retirement provides discovery and educational meetings, online and one-on-one at no charge, and with no obligation.
If you would like to proceed past the educational meetings, we offer unbiased advice and a full set of unique, customized retirement and investment tools to serve you.
