Wealth Management Planning

Failure To Plan

There exist an old wise quote that “If you fail to plan for success, you are planning to fail.”  This quote is complements of Benjamin Franklin later repeated by Winston Churchill who say “He who fails to plan is planning to fail.” Those quote as was the case when created still hold true today which is why the Crestway Group helps our clients plan for for better futures.

Planning For A Better Future

The retirement landscape has evolved significantly and you may be facing an entirely new set of risks. The stability of Social Security remains in question, and with advances in modern medicine you may be living longer in retirement. That means your retirement savings may need to last 20 to 25 years or more.

Insurance

Life is unpredictable. That is why it is smart to protect your loved ones and what matters most to you with life insurance. With life insurance, your beneficiaries get a cash death benefit, income tax-free, when you pass away. It can help them pay for living expenses, college tuition and more. Life insurance can also help you create a legacy worth much more than the cost of your policy. Some things to consider:

  • Your current and possible future financial obligations
  • Your spouse’s earnings, savings, investments and life insurance
  • Existing resources, such as survivor’s earnings, savings, investments and other life insurance policies

A Crestway Group team member can help you determine the life insurance coverage that is appropriate for your needs.

Annuities

Annuities can be very useful in adding flexibility and control in retirement planning. They can also help ease concerns about market volatility or the risk of outliving your assets. But it is important to acknowledge that annuities often are not well understood. They have features of both investments and insurance, which make them more complex and often more costly than investing in, for example, mutual funds.

The Crestway Group offers a wide range of annuity products from some of the most established and well-respected insurance companies in the U.S. We invite you to have a conversation with a Crestway Group team member today to determine whether an annuity would make sense as part of your overall retirement plan.

Product Solutions

Final Expense

Estate Planning

Indexed Annuities

College Savings

   Custodial Mutual Fund IRA

Fixed Annuities

Mutual Funds

Small Business

And Much More!

Why Crestway Advisory Group

The Crestway Advisory Group (CAG) can design and customize a personalized Wealth Management plan especially for you to fit your unique circumstances.    Contact a team member in our Wealth Division we will be happy to assist you.  A team member of the Crestway Group Wealth Division will your understand how insurance and annuities can help give you that confidence that you will achieve your ultimate financial goals in your golden years and even before.