What is it?
Safeguarded retirement planning means saving smartly alongside assuring all funds will be both safe and growing alongside your needs and goals and that the least amount is risked by any governmental legislation.
About Us
Whether you are just starting to save or are saving with the next chapter close by, we show you, through our holistic approach, that retirement planning means doing more than simply focusing on saving for retirement.
Through our five-step proactive process, we become your partners in planning. We accompany you along your financial pathway, holding your hand from now through retirement.
Your results can be a profitable bottom line for your retirement, which will include tax-free and tax-advantaged life products and avenues such as annuities that will help you realize a better retirement lifestyle.
Read My Book
Dan does a remarkable job of helping people fix the money leaks in their financial lives and hold onto more money. If you don’t plan for your retirement future, chances are you’ll be left with less money than you could have had. Dan will teach you about this foundational asset of HIgh Cash Value Whole Life Insurance and show you the tax-free retirement income that you can have in your retirement years.
Founder/CEO of Focus Wealth Group
Business FOcused Financial Planning
Our 5 step proactive process is straight forward and allows us to become not only your advisor, but your financial partner too.
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Purpose: To ensure that you fully understand the retirement planning options available and how they align with your goals.
How I’d apply it to you: I’d walk you through the pros and cons of various strategies, such as tax-
deferred accounts (401(k)s, traditional IRAs) versus tax-free options (Roth IRAs, HSAs). I’d explain how different investment choices and withdrawal strategies affect your taxes and long-term income
sustainability. This step would also involve educating you on relevant topics like Roth conversions, tax brackets, and Social Security optimization.
Outcome: You’d gain a clear understanding of the choices available and how each strategy impacts your retirement plan, enabling you to make informed decisions.
04
Purpose: To design a retirement income plan that is specifically tailored to your unique finance situation, goals, and preferences.
How I’d apply it to you: After educating you on the options, we would collaboratively choose the best strategies to meet your retirement needs. I’d develop a plan that incorporates tax-free or tax- advantaged strategies like Roth IRAs or HSAs, balanced with secure income sources (e.g., Social Security, pensions) and a sustainable withdrawal strategy.
Outcome: A personalized retirement income plan that reflects your goals and ensures that you maximize tax benefits while protecting your income for the long term
05
Purpose: To take action and put the customized plan into place, ensuring you’re on track for a
successful retirement.
How I’d apply it to you: We’d implement the changes discussed in your retirement income plan, such as making Roth conversions, adjusting your investment allocations, or setting up income streams like annuities. If necessary, I’d help facilitate the transfer of assets or the rebalancing of accounts to align
with your new strategy.
Outcome: A clear and actionable plan in place, with any necessary adjustments made to your accounts and investments. Regular reviews and follow-ups would ensure the plan stays on track as
your life and external factors (e.g., taxes or markets) change.
who we work
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Events
Safeguard Retirement Planning
We’re here to help you experience the financial life you want. Take the first step and schedule a call.
Design Your Tax Smart Retirement Income Pan
Are you truly prepared for retirement? Let’s walk through retirement income planning together to find out!
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