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Ready2retire.me@gmail.com
Office: (803) 306-5372

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“The future responds to the steps you take today. Even a small move forward can change everything.”

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do have over 200 major companies we work with to provide you with more options.

Investment advisory services offered through Integrity Alliance, LLC. Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance. Southern Retirement Advisors and The Retirement Resource are not affiliated with Integrity Wealth. – Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits. – Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. – The Retirement Resource does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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