SAY NO TO PROBATE!!
Protect your loved ones from the What Ifs...
Plan for tomorrow today!
About Us
Why Retirement Resource Centers?
AGE IS NOT A CONCERN AND NEVER TRULY IS…. Retirement Resource Centers is a no-cost/no-obligation organization to talk about your What Ifs. There is never a cost to sit and talk to us. We all have loved ones that experienced something good or bad regarding things we discuss, and we've learned the common errors. Most of the time we hear stories that make us shake our heads in disbelief and frustration. We always say, if they only… By planning for the inevitable we can leave behind the good stories. We don't want loved ones left with a messy estate and unanswered questions. We know Estate Planning is vital for all people, young and old, wealthy or not. Learn the proper way to fit it all together under one roof, here.
Over the past 20 years, we have identified the top FACs (Four Areas of Concern) our clients have expressed; HealthCare Planning, Illness Planning, Legal Planning, and Financial Planning.
Illness Planning
What if the ill spouse was the one that handled all the finances? We have a partner to make sure all the assets are protected; beneficiaries are up to date, bank accounts are properly titled, and real estate is protected from probate.
What If health care costs are eating up the nest egg? Can they get Florida Medicaid? We have the relationships in place to have your situation reviewed at no cost, and to give you the proper guidance.
**Legal Planning
We use proven estate planning tools to protect the bloodline and avoid probate when loved ones pass. We have built relationships with attorneys, home health providers, and other healthcare professionals that can assist with the aging process.
We will protect you and your loved ones from now until death.
**Trusted Law Office, Boca Raton FL. 561-998-6039
Financial Planning
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Healthcare Planning
Whether you are under 65 or on Medicare, healthcare plans change annually and you need to know of any pertinent changes and, how they affect you. We are here you help go through your plan and give you the best advice based on your specific healthcare needs. These reviews are complimentary and may be done over the phone or in person.
Planning from now until Death
We have years of experience helping people prepare for the What Ifs.
Ask us about:
- Financial planning
- Illness Planning
- Insurance planning
- Retirement planning
- Education funding
- Legal/Estate planning
- Final Expense Planning
As an independent financial/insurance services firm, we can access many different strategies to protect your loved ones for generations to come.