Retirement Help

Need Retirement help? If you need help with your retirement strategy, we’re here for you. The work we do revolves around protecting your money so it lasts for the long-term. Once you have built a good retirement income, you need to make it last for the rest of your life. Tower Bridge Financial can help ensure that happens. For instance, our team can educate you on how to keep your whole principal safe. However, we can do this in a way that allows for a reasonable rate of return.** Every stage of retirement has a different level of strategy. During retirement, you need a strategy that keeps your assets safe as you age.

Review of Your Retirement Strategy

We offer no-cost seminars to educate clients on retirement topics. However, we also offer personalized retirement reviews. In these sessions, we go over your current assets and help you determine your risk. Then, we answer any questions you may have and discuss other options. Getting a second opinion can prove very valuable. Some of the items we can cover in our meeting are:

  • What is the role of a financial professional?
  • Ideas for protecting and saving your wealth
  • Is your money too much at risk? Are there ways to reduce this risk?
  • Overall retirement goals and strategies
  • Leaving money behind – tax implications, avoiding probate, and more

Do I Need Retirement Help?

Even if you already have a solid strategy, most retirees can benefit from having someone take another look. Indeed, it is important to find someone who you feel you can trust, you listens and gives honest advice. No two people and no two retirements are exactly alike. So, when we meet with clients, we customize the planning process for you. Its our job to give you the information you need to make the right choice for yourself.

Choosing A Financial Professional

Different financial professionals have different philosophies when it comes to retirement strategies. Some, for example, have a focus on ifinancial accumulation in the stock market. This can, of course, be useful for some retirees. However, for most people in retirement, keeping their money safe from loss becomes a more pressing issue. Yes, you want reasonable rates of return,** but you also want to keep your income safe from market loss. At Tower Bridge Financial, this is where we focus our practice.

As we age, our retirement income have less time to recover from losses. Usually, a major drop in the stock market could mean a drop in your financial value as well. To avoid this, you can work with a professional with a focus on protection in retirement. No one wants to have to go back to work after they’ve retired. Yet, there have been people who did not secure their money and had to do that. Choosing a financial professional who matches up with your long term goals is critical.

Learning About Retirement Options

There’s no doubt that financial decisions you make near and in retirement may affect the rest of your life. This is why we believe that education is key for all retirees and pre-retirees. Tower Bridge Financial has regularly scheduled seminars and online webinars to help you learn more. Education is offered at no additional cost and can mean so much for you long term. We encourage you to attend on of our sessions and get some ideas for your specific situation.

Young and Experienced

Maybe you don’t often see those two words together: young and experienced. Yet, that is exactly who we are at Tower Bridge Financial. Our founder, Andrew Kagan, started in the industry at just 18 years old. Since then, he has helped over 650 retirees to secure their financial futures. One advantage of Andrew’s age: he’ll be there for you for a long, long time. Let’s start to get to know each other and see how to reach your retirement goals.


If you would like to schedule a no-cost and no-hassle meeting with us, call us today.
We look forward to meeting you.
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