The Mature American Planning Company can help you think about your money

Our goal is to help people reduce risk, minimize taxes, and create certain income by asking the right questions. What’s important about money to you? What Is your desired lifestyle? What are your hopes, dreams, goals, needs, objectives, and desires?

How are we different

We are a virtual company that works primarily online, but occasionally uses phone calls. We don’t confuse you with fancy brochures and complex charts or graphs. We work hard to keep it simple with honest guidance, personalized recommendations, and full transparency. We do not employ high-pressure sales tactics or use complicated sales jargon.

What is important about money to you?

Deciding when and how you will retire is one of the most important financial decisions you will ever make. In a goals-based retirement plan, it is not about your money. It is about what your money can do for you. At the Mature American Planning Company, we try to help you answer some of those tough questions like:

• Are there any overlooked tax-advantaged products that you are not taking advantage of?
• Would a prolonged sickness or injury threaten your lifestyle, wealth, and income?
• With rising healthcare costs, inflation, and taxes, how will you protect your future purchasing power?
• How will market uncertainty and low-interest rates impact your retirement plans?
• What is your legacy after you are no longer with us?

The Typical Client of the Mature American Planning Company

Our clients are financial delegators who are comfortable entrusting us with the responsibility of holding their dreams in our hands. They:

• Are passionate about their goals and realize that protecting them requires both money and planning.
• Appreciate and are willing to follow and implement our advice.
• Value the work we do and are comfortable with our way of doing business and the way we are compensated.
• Focus on what is really important to them, and they want to hear the truth from us with no sugar-coating.

We work independently

The products and services we offer are for businesses, individuals, and families, and are 100% objective and free from proprietary products and sales quotas. As a result, we are able to offer independent and objective advice to help you protect yourself and your family.

Our mission at the Mature American Planning Company is to help you protect your wealth and income for yourself and for those you love. Therefore, our clients come first in everything we do, and this is reflected in the service we provide.

No Do-Overs or Second Chances

There are no do-overs or second chances in retirement. Our number one priority is to help you plan and protect your retirement. Together, we can discuss ways that may transform that thirty to forty years or more of work savings into a protection plan that could last for the rest of your life.

Conclusion:

We help you think about your money. First of all, we help people plan ahead and protect themselves and their families from the unexpected. As independent financial professionals, we can work with you to find solutions to protect your needs and wants.

Finally

If you're looking ahead to protecting your financial future and have questions or need guidance, please don't hesitate to contact us. What we do after the initial call is up to you. The future can be uncertain, and planning for it can be confusing, so it is important to get the facts before you make any long-term decision.