We help you think about your money

There are many fine men and women out there who are financial professions, and they are decent people that work hard and are fine at helping people protect themselves and their families. But what we do is help you develop a well thought out wealth and income protection plan, while taking into account your desired lifestyle, your hopes, dreams goals, needs, objectives, and desires. What that means is we can help you think about your money and then provide products and services that bring value and are also relevant to your financial future.

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. You need a someone who can help you focus on protecting your needs and wants.

• What choices does your current plan provide you?
• Are there any overlooked tax advantages insurance based products have that you are not taking advantage of.
• Have you provided for your family in case you are no longer with them?
• What is your legacy after you are no longer with us?
• Would a long-term sickness or injury threaten your wealth and income?
• How will you maintain your lifestyle if you need to pay out of pocket for long-term care?
• With rising healthcare costs, inflation, and taxes, how will you protect your future purchasing power?
• How will market uncertainty and low-interest rates impact on your retirement plans?

Our Ideal Client:

• Is passionate about their goals and realizes that protecting them requires both money and planning.
• Appreciates and is willing to follow and implement our advice.
• Values the work we do and is comfortable with our way of doing business and the way we are compensated.
• Focuses 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 families.

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 it shows 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 your savings from that thirty to forty years or more of work, 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 for the unexpected. As independent financial professionals, we can work with you to find you solutions to protect your needs and wants.

Finally

If you are looking ahead to protecting your financial future and you have some questions or need a little guidance, feel free 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.