Retirement Planning In Port St Lucie, Florida
Preparing You For The Retirement You Planned For
Donner’s Financial Services, Inc. | Port St. Lucie, Florida
Retirement Planning In Port St Lucie, Florida
You’ve worked hard all your life, and now you’re in the final stages of your retirement planning in Port St Lucie, FL.
However, before you can sit back and relax, you’ll need to know if you have enough money to cover your retirement needs. Depending upon your needs, this might be more or less than 80 percent of your income preretirement.
At Donner’s Financial Services, we understand each retiree’s situation is different. Offering customized plans, we’re proud to be a premium retirement planner service in Port St. Lucie, Florida.
To handle all your retirement planning in Port St Lucie, FL, you can schedule a consultation with Donner’s Financial Services, Inc. at 772.353.5414!
Retirement Planning
At Donner’s Financial Services, we have over ten years of experience providing comprehensive retirement services to our clients. Formerly located in Livonia, MI, we now offer services to Port St. Lucie, FL, and the surrounding communities.
We offer the same advantages of larger retirement firms paired with friendly, interpersonal services. We know each client has unique goals, and our qualified and professional retirement planners start with that in mind. Our retirement planning includes:
Whether you’re planning on being a homebody or want to travel the world, you can see how we can help by reading more about our services!
IRA Rollovers
You’ll need to know about IRA rollovers for retirement planning in Port St Lucie, FL. When you retire, you can choose to leave your money in your 401(k) or roll it over into an IRA.
The main advantage of an IRA is that you’ll be in control of your money and can quickly access it anytime without calling your former employer. However, trying to manage your IRA rollovers yourself can be complex. Luckily, our financial consultants can assist by:
- Help you decide between a traditional or Roth IRA
- Manage any sudden changes to your funds
- Ensure your IRA is complying with any new regulatory updates or changes
These are just some of the IRA rollover services we offer. For a more comprehensive summary, head over to our IRA rollover page.
Preparing You For The Retirement You Planned For
Donner’s Financial Services, Inc. | Port St. Lucie, Florida
Portfolio Management
Although many people put aside money to save for retirement, you’ll want to grow your money by managing your portfolio for the best results.
However, analyzing and investing your assets according to market trends requires much knowledge and skills. So let our financial consultants handle your portfolio management to enjoy the most of your retirement. In addition to IRA rollovers, our portfolio management services are:
- Self-Directed Brokerage Accounts: Let our team help you allocate your money towards suitable investments.
- Equity Index Annuities: Obtain the best annual return rate linked to the right stock index.
- Mutual Funds: Mutual funds can be tricky to handle. Our team can help you get a good return on your mutual fund investments while minimizing risks.
Check out a more in-depth summary of our portfolio management services.
Long-Term Care Insurance
Retirement should be a time for relaxation and/or fulfilling desires left on your bucket list. The reality is, however, many retirees after the age of 65 will require long-term care, including:
- Nursing, hospice, or home care
- Assisted living
- Modifying your residence in the case of disabilities
Donner’s Financial Services can help you with your long-term care insurance needs. Along with preventing hefty expenses, our services can help protect you from savings/investment losses.
Learn more about how our long-term care insurance can help you maintain an independent and healthy lifestyle in retirement.
Preparing You For The Retirement You Planned For
Donner’s Financial Services, Inc. | Port St. Lucie, Florida
Your Retirement Planning Specialist | Donner’s Financial Services
At Donner’s Financial Services, we strive to provide the best retirement planning in Port St Lucie, FL, and the surrounding communities. We emphasize building long-term relationships with all our clients.
With the latest technology with client-based strategies, it’s our goal to show our clients a clear path towards a fulfilling retirement. We’ll help you choose the retirement plan that makes the most sense for your lifestyle and budget.
To learn more about Donner’s Financial Services and our retirement planning in Port St Lucie, FL, contact us today at 772.353.5414!
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.
Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.
Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.
The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.
Donner’s Financial Services – Port St. Lucie, Florida