financial services
Keep it simple. Retire with confidence. Let’s explore all your financial choices together so you make smarter decisions about your future.
Retire with Confidence
Our Services
At Piatchek Retirement Consultants, we provide a variety of options to help make your retirement journey easier.
Retirement Income
Ready to start paying yourself from all the hard work you put in during your working years? We can help determine the best strategies so you will continue to have the income stream you need.
Annuities
Annuities are long-term financial tools that can help supply a steady income that goes beyond your lifetime. Tailoring your needs with the many annuity options available for today's consumer is what we do!
Long-Term Care
Often forgotten when planning of your future, long-term care can be one of the most concerning expenses for retirees. Costs continue to rise and protecting you and your estate in the process is key in a successful retirement plan.
Life Insurance
Protect your family and loved ones if something unexpected happens with an ample amount of life insurance. We help ensure that you leave a legacy of financial freedom to the next generation.
IRA/401k Rollover
If you're close to retirement or changing jobs and not sure when to rollover or what the best solution is for your IRAs or 401ks accounts? We evaluate with you the savings and tax-advantages that meet your retirement expectations.
Tax Strategies
Planning for taxes after retirement can save you money when you need it most. We plan together to determine the best tax-efficient strategies that keep your tax burden to a minimum and more money in your pocket!
Legacy Planning
Through retirement planning, estate planning, and personal trusts, you can build a retirement that leaves the legacy you desire. We explore with you strategies that protect your assets so you can leave them for your children and grandchildren or to help a charity after you are gone.
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Bring Your Retirement Goals to Life
How people reallocate their time when moving from their working years into retirement can tell us a great deal about how well they planned for retirement.
Spend More Time Doing What You Love!
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.