Your Dreams Matter.
At Rankin Financial Strategies, LLC, we believe everyone should be able to live the retirement they’ve always wanted. We can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Financial Services
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
- We identify the values and beliefs most important to you and your family.
- We establish a clear set of short & long-term financial goals based on your values & beliefs.
- Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.
A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.
Some of our Financial Services include the following, but not limited to:
- Annuities
- Asset Protection
- College Funding
- Fixed Indexed Annuities
- Guaranteed Income
- Income Planning
- Resources for Investment Planning
- IRA, 401(K) and 403(B) Rollovers
- Legacy Planning
- Lifetime Income Planning
- Retirement Income Planning
- Safe Money Options
- Social Security
- Tax Planning
- Wealth Planning
- Worksite Benefits
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Some of our Insurance Services include the following, but not limited to:
- Indexed Universal Life Insurance
- Life Insurance
- Living Benefits Insurance
- Long Term Care Insurance
- Medicare Insurance
- Medicare Supplemental Insurance
- Mortgage Protection Insurance
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
- Medicare Insurance
- Medicare Supplemental Insurance
Retirement Planning
We are Rankin Financial Strategies, LLC professionals. We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on?
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
Ready To Take
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today.
