Transforming Retirement Challenges
into Golden Opportunities ​​
Increasing your income requires a new set of eyes to review your situation & a time proven process that keeps you from underspending.
Your lifetime tax bill is determined by the choices you make. Are you making good decisions? Have you had a tax analysis prepared of your situation?
Estate settlement can cause family problems that can be addressed and planned for before needed. Here are some good ideas to help maintain harmony.
Having a plan that allows you to control the timing and source of your IRA Required Minimum Distributions is one of the most important things you can do for your retirement.
The rising cost of living continues to eat away at purchasing power. Take a fresh look at your total cash flow here, just like a business would when planning for long-term success.
The nagging fear of running out of money saps the enjoyment out of retirement. Don't worry- there are answers to this near universal concern.
Would additional life insurance allow you to be more flexible in your retirement spending? A personalized policy quote is just a "click away".
Our four-minute video will introduce you to a powerful tool for retirement income that will surprise you with its strong guarantees. Then let us know if you'd like a personalized quote.
Deciding when to take benefits is an important decision. We can let you know when your Social Security benefits are best started. Our free 2025 Guide is a good place to start.
"Let's take fifteen minutes for you to take a step back and
share with me your background, your situation
and up to your current concerns,
then we can go from there.
I can't promise that I can take you on as a client,
but I would
be glad to answer your questions
and lessen any concerns.
If that is ok with you, schedule a
complimentary Mini-Consultation today."
Fred Quinn, Financial Advisor
Our company name is rather unique. "Serious Money" is in our name because there are no do-overs in retirement. "Ohio" because that is our primary service area, though we have wonderful clients that we help all across the country.
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Phone: 419-495-8700
Fax: 888-720-1198
Cell: 419-902-1678
​
​
