FREE Retirement Planning Guide
Valuable information revealed! This book will tell you:
- How to choose the right Medicare option for your future and retirement.
- How to maximize your Social Security benefits.
- How to choose the right annuity for your retirement.
- What to look for in Life Insurance.
- How Long Term Care Insurance can protect your assets in case of illness.
- How to protect yourself against Identity Theft.
- Tips for Seniors, and much more!
Get your free retirement planning book today!
FSM Agency is Ready for Medicare Open Enrollment
Financial Security Management Agency, Inc. is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.
Welcome to Financial Security Management Agency, Inc.
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.
We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.
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Don’t Do It Alone
Retirement planning involves organizing your financial resources to achieve your goals at a predetermined time in the future. When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other.
Medicare & Social Security Help Center
There are a lot of misconceptions about Medicare and Social Security. Sorting it out can be a daunting task on your own. Let us educate you on the many “Parts” of Medicare and show you how to maximize your Social Security!
The ever-changing insurance market makes it important to evaluate what you have and look into what you don’t have. Whether it’s life insurance, health insurance, long term care insurance, or disability insurance, we can show you the right solutions for you!
Tax Advantaged Retirement Strategies
Taxes can play a major role in retirement plans. No one wants to watch too much of their retirement assets go into Uncle Sam’s pocket. Let us show you how to minimize your tax burden in your lifetime and beyond!