PHASE 1: DISCOVERY

PHASE 2: STRATEGY

PHASE 3: IMPLEMENTATION

PHASE 4: MONITORING

1. Accessibility & Convenience

Even simple tasks can become a hassle when your advisor lives out of state. Everyday activities like making additional deposits, processing withdrawals, or getting emergency cash are more complicated because documents have to be mailed back and forth.

2. Communication

Studies have shown that many people feel they do not have adequate contact with their financial advisor. This could become more troublesome when the client moves out of state and contact becomes even more difficult.

3. Registration

Each state has unique registration requirements that can restrict an out-of-state advisor from processing transactions that are in the client’s best interests. These registrations are often costly and time consuming

4. Specialization

Retirees face unique challenges. Most advisors in the country help pre-retirees accumulate wealth. However, a local advisor that specializes in working with retirees will have a better understanding of what it takes to make sure you don’t run out of money in retirement. Many local advisors also specialize in legacy planning, another important aspect of planning for retirement

5. Community Involvement

As a local independent advising firm, Estate & Retirement Resources hosts educational and entertaining events that can give you an opportunity to meet other retirees with similar interests. In the past, these events included golf tournaments, wine tastings, polo matches, dances, and more.

6. Related Services

Financial planning, tax preparation, and legal services are interrelated. This is why it is important for your financial advisor, CPA, and attorney to share information with ease. It becomes a seamless process when all three are in the same area.

ATTEND ONE OF OUR INFORMATIVE

LIVE EVENTS!

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. Seats fill up very fast so please contact us ASAP to reserve your spot. We look forward to seeing you soon at one of our upcoming events.

Our Upcoming Events

Date: April 30th & May 1st @ 6:30PM

Vital Information about Retirement,
Wills, Trusts and Estate Plans

Location:

Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Road
Ocala, FL
6:30 PM

Download Our Latest Whitepapers:
& Prepare for a Satisfying Retirement

Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.

• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!

Client Relationship Summary

Check the background of your financial professional on FINRA’s BrokerCheck

Securities offered through; Mutual Trust Company of American Securities Member: FINRA/SIPC.

Estate and Retirement Resources and Mutual Trust Company of America Securities are separate and unrelated companies. Mutual Trust Company of America Securities does not offer tax or legal advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) may only conduct business in a state if the representatives and the BD they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

CONTACT
Office: 352-732-8277
Toll-Free: 877-732-2473
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

Clearwater Office
1499 Gulf to Bay Blvd, Suite 400
Clearwater, FL 33755
Open Mon thru Fri 9am – 5pm

[email protected]

All rights reserved 2022. Estate and Retirement Resources, Inc. | Office: 352-732-8277 | Toll-Free: 877-732-2473