Concerned about your retirement? Looking for a second opinion?
Get more details on how our quick and easy, complimentary Retirement Analysis can help give your family a plan that you are confident with, regardless of life's "What If" situations. Complete the form below and our team will follow-up to schedule a free strategy call to discuss the next steps.
Get more details on how our quick and easy, complimentary Retirement Analysis can help give your family a plan that you are confident with, regardless of life's "What If" situations. Complete the form below and our team will follow-up to schedule a free strategy call to discuss the next steps.
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About Us |
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Joe Runza | Principal & Federal Benefits Consultant
Joe Runza is a licensed financial professional and federal employee benefit's consultant that specializes in helping clients prepare for retirement. Based out of Cleveland OH, he has been an trusted expert in the financial field since 2013. In addition to retirement planning, his background in following subjects makes him a valuable resource to the clients he serves:
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Our federal benefit specialists are trained in different fields of financial planning
specifically geared your options when it comes to your federal benefits.
Below are just a few of the expertise our specialists can assist with:
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TSP Education
Benefit Analysis Tax Free Income FEGLI vs. Private Insurance |
Social Security Timing
Lifetime Income Planning Legacy Planning Strategies LTC Preparation and Insurance |
