Our 4 Pillars to a Successful Retirement:
1. Organize Finances
Over your life you have collected many items and knowing what you have you will be better off than those who don’t.
Track your assets vs. you goals
Store important documents in a private vault
View your assets on one secure site
Develop Your Stated Income Plan
Reviews progress and offers periodic evaluations
Watch the KeyArx Financial Video Here
2. Optimize Social Security
With over 2000 rules and 500 ways to file for Social Security, we provide:
Optimal filing methods and allows you to adjust parameters to compare different strategies
Provide instructions on how to file
Integrate Social Security into your comprehensive retirement income plan
3. Determine your Healthcare Costs
This will be one of your largest expenses.
Creating a plan to address health care costs in retirement
Determine total investment needed at retirement
Impact of not taking action
4. Insurance Review
A comprehensive evaluation of your insurance coverage confirms whether the choices you made years ago still make sense, and most importantly, if the policy you own is the most efficient policy available today.