Retirement

Are you…

Nearing retirement or recently retired and have over $500,000 in investment/retirement accounts?

Looking to delegate the management of your monies to a team of professionals?

Wondering how to create a retirement paycheck from your investments without using annuities?

Would you like a guide to help you:

– Understand what’s possible with the resocurces you have?

– Utilize charitable giving strategies in a tax-efficient manner?

– Analyze your Social Security options and review your Medicare coverage annually?

– Avoid mistakes and uncover blind spots?

Would you like to work with an advisory firm who:

1

Provides clear recommendations, simplifies complex issues, spells out your options, & eases decision-making?

2

Helps you understand the “why” behind their recommendations?

3

Offers you distinctive guidance without an incentive to sell financial products or earn commissions?

Ready to learn more? 

To learn more about key decisions you’ll face in
retirement, download your complimentary guide,
The 5 Keys to Retiring with Confidence.”

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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