America's Retirement Store Offices:   DENVER     COLORADO SPRINGS     LOVELAND     SAN DIEGO

zv7qrnb

Presidential Brokerage is America's Retirement Store ® ars home page

Our mission is to make a positive difference in the lives of our clients and their families by providing insightful, ethical, caring and individualized financial guidance. America's Retirement Store ® is an innovative community based division of Presidential Brokerage, Inc., created specifically to help Main Street gain access to a higher level of education, services and individual attention.

Our roots are Main Street - not Wall Street! America's Retirement Store ®: Helping America Retire. Helping You Retire ... Better!

Surveys consistently show that investors have a great deal of anxiety about social security, health care costs, caring for an aging parent, maintaining their lifestyle into retirement, inflation, and other issues that are wholly or partially outside of their direct control. Unfortunately, the typical response for many people is to avoid thinking about these issues by putting off formalizing a game plan.
On the positive side, the data suggests that calculating these numbers can significantly influence motivation. Of those who performed a retirement savings calculation, nearly half changed their planning and nearly 2/3rds started saving more.
Blueprint TM looks at your life, resources, and sources of income to produce an picture of what you can expect your retirement picture to look like. A simple one hour meeting to get to know you will allow us to see if we can be helpful as you enter into the most important time of your life. The agenda will focus on you and what you feel is important.(click here to learn more)

Critical Concepts:

Lump Sum Distributions

The following options are available for a distribution from a company plan...(more)

Five Most Important Estate Planning Documents

 It may be the subject matter — death, incapacity and taxes — that causes us to avoid estate planning. However, the fact is that, no matter what your age or how much wealth you’ve accumulated, you need an estate plan to protect yourself, your loved ones and your assets...(more)

Must Know IRA Rules 

Test your IRA knowledge. Here are some critical areas that you – or your financial adviser – need to understand and have under control...(more)

Understanding Beneficiary Designations

Don’t forget to name beneficiaries.  Assets that pass by beneficiary designation are not subject to probate. But if you fail to name a beneficiary, the asset(s) becomes part of your probate estate. This could delay distribution or lead to additional administrative costs...(more)

Retirement Timetable

So you think retirement  is an event in the distant future? Think again. Life happens and next thing you know retirement is right around the corner. The key to a successful retirement is planning and preparation. Here is a basic checklist of items to prepare the road to retirement. Start planning now...(more)
TOP