Address: San Antonio, TX 78240 Phone: (210) 454-2486
Helping pre-retirees and retirees protect their assets, maximize their income and leave a lasting legacy.
Retirees and near-retirees have unique issues on their minds related to this phase of life. As careers and work are winding down, they usually want to protect their nest egg and make it stretch as far as possible. Our core services address these needs and concerns with strategies that are designed to protect and mitigate risk.
At Baxter Retirement & Insurance Services, owner Brandon Baxter prides himself on helping pre-retirees and retirees navigate insurance and income planning in the San Antonio, Texas, community. As people near retirement, while they still want to grow their assets, many turn their focus to protecting assets from risks like inflation, taxation and the ups and downs of the stock market. They start asking questions like….
If you are wanting to explore the answers to these questions and put together a strategic retirement income plan based on your unique situation, give us a call for a complimentary consultation. We can take a closer look and see if insurance strategies are suitable for your goals.
The process of getting started on your retirement income plan is easy when you have Baxter Retirement & Insurance Services on your side. We stay focused with a series of meetings designed to get to know you and gather important information:
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.