Adult Financial Educational Services of Indiana | Retirement Planning

adult financial educational services of Indiana

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Our retirement planning services.

Today, retirement has different meanings for everyone. What’s important to us is building a retirement that reflects its meaning to you.

annuities

Annuities are commonly utilized but frequently misunderstood financial products. Surprisingly, many investors are unaware of the existence of four distinct and unique types of annuities available for selection. Misinformation from the media and certain financial figures has contributed to misconceptions, with all annuities incorrectly perceived as identical.

life insurance

Life insurance offers greater versatility than commonly realized. Beyond basic protection for your family's financial security, it provides additional benefits, including business continuation, retirement readiness, estate planning, and living benefits. Let's delve into how life insurance can serve as a valuable asset in safeguarding your family's future and preserving your financial well-being.

long-term care

It's startling that fewer than one-third of Americans over 50 have started saving or developed a plan. Long-term care services incur significant costs, potentially impacting retirement savings. Without a plan in place, loved ones could bear the responsibility of care, affecting both their time and finances. Let us help you secure your future while easing the financial strain of long-term care.

Medicare

Medicare programs provide retirees with substantial benefits to optimize their finances during this stage of life. Our team is available to help you comprehend Medicare qualification and offer insurance quotes to enhance your understanding of how it works.

IRA/RMD rollovers

As retirement nears, we'll review your existing retirement accounts, such as pensions, IRAs, SEPs, 401k plans, and annuities. Following our assessment, we'll offer a detailed analysis of distribution options, directing you toward the most optimal approach for transforming these assets into a dependable income source during your retirement phase.

let education help you plan

Helping you create a retirement that goes beyond the ordinary, we offer a complimentary, no cost review of your financial situation.

adult financial educational services of indiana

Empowering retirees through financial education.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Crossroads Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.

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