Retirement should be a time of enjoyment and relaxation, not financial stress. At MAERCO Financial, Aaron specializes in creating tailored retirement strategies that help you achieve your dream lifestyle. From optimizing 401(k) and IRA contributions to exploring other investment options, his comprehensive approach helps create a financial plan that is robust and adaptable.
Aaron begins by understanding your unique goals, timeline, and financial circumstances. This personalized approach allows him to create a strategy that addresses key factors such as inflation, rising healthcare costs, and unexpected expenses. These elements are essential to developing a retirement plan that may help provide long-term financial stability. By incorporating investment diversification* and employing effective withdrawal strategies, Aaron aims to create a sustainable income stream that supports your lifestyle throughout retirement.
Planning for retirement also involves making informed decisions about Social Security benefits (Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency), annuities*, and other financial tools. MAERCO Financial provides detailed guidance to help you maximize these resources while managing potential risks. For example, Aaron will help you determine the optimal time to claim Social Security benefits to maximize payouts* and coordinate with other income sources. Annuities and other structured products can be included as part of your plan to ensure predictable income and manage longevity risk.
What Makes Us Stand Out
At MAERCO Financial, we understand that life is full of changes, which is why Aaron continuously monitors and adjust your retirement strategy to reflect evolving market conditions and personal circumstances. Whether it’s recalibrating your investment portfolio or addressing unexpected financial needs, Aaron can help ensure that your retirement plan remains aligned with your goals.
Whether you’re just beginning your retirement savings journey or are nearing the end of your career, MAERCO Financial provides the expertise and personalized support needed to help you retire with confidence. Work with Aaron to build a retirement strategy that allows you to enjoy the lifestyle you’ve worked so hard to achieve.
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* Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
* 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.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered
* 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.