We help you as a pre-retiree or retiree take your goals, needs and desires and explore the five core areas of retirement (income, investments, taxes, legacy, the unexpected) and create a written retirement plan to help you a achieve your objectives. In order to know that you can realistically expect to retire comfortably, you need to have a steady stream of income and a comprehensive process for m
anaging your financial affairs. At Assured Retirement Group, spearheaded by Vince Oldre, CFP©, we specialize in planning for those in, or near retirement. We are here to help you devise a plan that matches your current financial needs with your future goals. Assured Retirement Group is an independent advisory firm located in the Twin Cities area of Minneapolis / St. Paul, offering prudent advice and exceptional service one client at a time. We focus primarily on your Social Security benefits and pension plan as the primary means to create an income stream in which you can have confidence. You’ve worked hard to earn your Social Security and Pension. We’ll determine the best time and the right way to take your Social Security and pension benefits, and we’ll design a plan to draw from your other assets in the most tax efficient way. At Assured Retirement Group it’s our job to make sure that your Social Security, pension, and all your assets are in sync and working their hardest for you. To find out more about the kind of prudent advice we offer, sign up for our monthly e-newsletter. We would also be glad to sit down with you for a no-cost consultation.
