What type of Financial Professional are you?

Very soon there are going to be two types of financial professionals:

The first are those that help their clients plan the old way and in turn put their financial futures in jeopardy. The second, are those that can help each and every person walking down the street and turn them into a loyal client by helping them secure their future. Which one are you?

Financial professionals that build retirement plans using the strategy of accumulating assets, maximizing 401ks/Social Security Benefits and leveraging investments will soon be on the road to dramatically hurting their clients. The traditional paradigm is now under attack because the of institution of the Affordable Care Act (ACA).

The new breed of financial professionals that we have been working tirelessly with, are breaking the historical paradigm of planning. In doing so, they are able to help each and every person that is walking down the street. These professionals not only know how income is classified by the government they also know the effect of that income on their mandatory cost of Medicare… yes mandatory costs.

Aside from the costs of Medicare being mandatory, here are a few other questions you may want to see if you can answer:

  • Do you know what IRMAA or “Means Testing” is?
  • Do you know what the impact of using a 401k is as opposed to a Roth IRA?
  • How does an Annuity, Life Insurance or a Pension impact how much you will pay for Medicare in retirement?

For more information, Contact Us.

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