Address: San Antonio, TX 78240 Phone: (210) 454-2486
Guidance for Your Retirement & Insurance Needs in San Antonio
Helping pre-retirees and retirees protect their assets, maximize their income and leave a lasting legacy.
Tailored Strategies for Your Retirement Future
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.
Navigating Your Retirement with Confidence
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….
- Do I have enough income to retire and stay retired?
- When should I take my Social Security benefits?
- Will Medicare cover my health care needs?
- Do I need long-term health care insurance?
- Will taxes erode my retirement savings?
- How can I protect what I have saved over my lifetime?
- How can I leave a legacy for loved ones?
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.
Seamless Steps Towards Your Retirement Income Plan
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:
1. Complimentary Consult
Meet and get to know each other. Discuss current situation and goals.
2. Assess Current Situation & Risk Analysis
Take a closer look at what is in place and if it’s meeting your needs.
3. Propose Strategies
Discuss strategies to possibly enhance your situation.
4. Implement Strategies
Put the agreed upon strategies in place.
5. Monitor and Review
Periodically review and adjust strategies as needed.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
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.
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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.
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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.