Retirement Plans
When it comes to your retirement plan, we don’t take a “one-size-fits-all” approach. Appraising your situation and determining the best path for you means considering a number of options. We offer a variety of retirement strategies, such as:
- Annuities, Fixed & Indexed
- 401(k) Rollovers
- Individual IRAs
- Roth IRAs
- Mutual Funds, Qualified & Non-Qualified
Legacy Planning
Before you’re gone, you want to be sure your money goes where you want – and not get tied up in a lengthy probate process. Connect with us to ensure you leave a legacy for your loved one(s) or next of kin that accurately reflects your final wishes.
Tax-Efficient Strategies
You don’t want to spend years building your retirement plan only to have unforeseen taxes chip away at your principle. We can help you prepare a tax-efficient portfolio strategy that potentially minimizes the taxes you will pay annually and in retirement – leaving you with the most possible money for your ideal retirement.
Insurance
Having the right coverage for your needs doesn’t mean you have to guess what’s best. We can help you determine what kind of insurance you need and at what level, including:
- Life – Term, Whole Life, Universal Life, Indexed Universal Life
- Health – Short Term Medical, Dental, Vision, Critical Care, Disability
- Medicare Supplements / Advantage Plans
Contact Us
Phone: (864) 859-4778
Email: robbinbroome@robbinbroome.com
103 West 1st Ave.
Easley, SC 29640
Investment advisory services are offered through Impact Partnership
Wealth, LLC a Registered Investment Adviser Firm.
