Helping Achieve your Retirement Goals ...
while Securing your Legacy!
What are safer money strategies? How can I grow my retirement money?
we can help!
Questions You May Have:
How do I make sure I don't run out of money when I retire?
If you want to be able to maintain your pre-retirement lifestyle for as long as you live, you need to start now. We help you navigate through protecting what you have and saving for the future.
What if I need long-term care, how can I prepare for the expense?
If you’re in long–term care for a month, three months, even six months, or longer, that may cost a lot. We have options for you to consider covering this unexpected expense.
Can I decrease my tax liability both now and in the future?
The key to minimizing your tax liability is reducing the amount of your gross income that is subject to taxes. We look at where you might increase your retirement contributions now for savings later.
let your money work for you!
Spend More Time Doing What You Love
PIATCHEK RETIREMENT CONSULTANTS HELPS CLIENTS WITH SAFE MONEY STRATEGIES TO PROTECT THEIR RETIREMENT DOLLARS AND PROVIDE A FUTURE INCOME FOR RETIREMENT. WE ALSO SPECIALIZE IN FINDING THE BEST AVAILABLE INSURANCE PRODUCTS TO PROTECT OUR CLIENT’S HOME, BUSINESS, AND FAMILIES DUE TO LOSS OF INCOME FROM DEATH OR ILLNESS AND, IN SOME CASES, WITH TAX FREE DOLLARS. ALL CLIENTS ARE NOT THE SAME AND EACH HAVE UNIQUE INDIVIDUAL NEEDS AND SUITABILITY.
our clients
What Makes Us Different?
I have worked with Tim Piatchek for many years. He helped me with rolling over my retirement dollars early on and along the way turn on my income to last a lifetime. Tim has yearly reviews to make sure we’re staying on track. We haven’t lost one penny to market downturns or crashes. I would recommend Tim for anyone who doesn’t want to lose money in the market and guarantee a future income for retirement.
June
Springfield MO
Carl
Springfield, MO
Everyone should have the first- class type of Insurance Agent that Susan & I have in you Tim. It figures my wife found you. I’m thankful that she did! Our concerns for an insurance policy with you, as it turns out, was a wise choice to purchase. The courteous Christian manner in which you have helped me & shown real genuine compassion in this sad occasion, is beyond the highest standard.
Kim
Clever, MO
We’ve been helping people navigate their retirement goals for over 25 years!
piatchek retirement consultants
Bring Your Finances
Up-To-Date Today
Schedule a meeting in person, virtually or by phone that is convenient for you. Let’s get started!
financial services
All You'll Ever Need is Right Here
protect
Will my money outlast my livelihood? Do I have enough? We look at what income strategies is good for you which may include insurance products, such as annuities.
preserve
Ready to transition from working to retiring? We help you transition and keep your assets as safe as possible with a variety of products to include taxes strategies, insurances and long-term health plans.
provide
Want to make sure your loved ones are financially provided for? We partner with area professionals to help your legacy continue even after you are gone by exploring trusts, probate, charitable contributions, and estate planning.
retirement income strategies
Are you ready to begin paying yourself from the strategies you created to have an income stream during your retirement years? We help make sure your savings last as long as you do.
IRA/401K ROLLOVER
Should rollover my current IRAs or 401ks? What options do I have for a tax advantage? We evaluate your current situation to see what is in your best interest long-term.
legacy planning
Want to pass something on to the next generation? We help you understand and explore financial strategies to make sure your assets are passed on to those you care about.