About American Dream Retirement Solutions, Inc
WHO WE ARE:
The mission of American Dream Retirement is to assist our clients in attaining a comfortable and safe pathway of financial independence before and during retirement.
WHAT WE DO:
- Offer an approach to maximize and maintain our clients savings.
- Protect clients estate from tax burdens
- Establish a comprehensive plan to meet your financial objectives
- 401K account rollovers
- Lifetime Income Strategies
- Fixed short term accounts
- Leave a tax free legacy
- Determine when it is most beneficial to start social security
- Medicare Supplement
- Short Term Recovery
HOW WE DO IT:
We not only ask the right questions, but then listen to your answers. Based on your answers and needs, we then devise a plan that will make your retirement ideal. Many of our clients seek out our services after a life changing event, a change in job, becoming an empty nester and thinking more about retirement, becoming a grandparent, sadly a divorce or death of a spouse, whatever the situation we establish a financial plan. We work with a multitude of strong, highly rated insurance companies that offer a wide variety of products. American Dream Retirement Solutions, Inc. charges no fees.
Rule #1 – Never lose money
Rule #2 – Never forget Rule #1