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Risk Management and Protection

Empowering Successful Professionals & Happy Retirees

One of Sharon’s strengths is in helping her clients navigate life-changing events. These types of events are almost always challenging and often entail a financial disruption or adjustment of some sort. Regardless of your age, this is why insurance is an essential element in Your Retirement GPS™.

You’ve worked hard to provide for your family and save for retirement. Insurance is protection for you and your family against the cost of illness and death.

Annuities, a specific type of insurance can often help supplement your retirement income by providing a guaranteed income for life, in addition to a death benefit. In some cases, they are a tool you can use to provide a sort of personalized pension for yourself and your family.*

*Guarantees are subject to the claims-paying ability of the insurance company. Withdrawals of Earnings are subject to ordinary income tax and prior to 59 1/2 may be subject to a 10% federal tax Penalty. Unlike CD’s annuities are not FDIC insured.

There are many types of insurance, and there are no one-size-fits-all policies. If you have a spouse or children, life insurance is considered an absolute necessity. Basic insurance decisions should be based on your age, your family situation and your finances.

One of retirees’ top three fears concern the costs of long-term care. Assisted living facilities, nursing homes and home healthcare are all extremely expensive options for retirees as they age. Statistics show that 70% of seniors who reach the age of 65 will eventually need some sort of long-term care.

Sharon can help you decipher the complicated world of insurance. As part of Your Retirement GPS™, she will evaluate your current insurance and let you know if you are under-insured or over-insured. She can also help you make wise decisions about long-term care insurance and advise you if annuities make sense as a retirement income supplement.

If you’ve been searching for a financial partner who cares about you and your family, one who talks in straightforward plain English and wants to empower you and help you navigate your financial life, schedule a Sit-Down With Sharon. Her only goal is to help you reach yours.

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6440 N. Central Expressway, Ste. 315
Dallas, TX 75206

© 2022 SKS Retirement Solutions

Securities and Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES, INC. Member FINRA, SIPC. SKS Retirement Solutions, Inc. and United Planners are independent companies. Check the background of your financial professional on FINRA's BrokerCheck.