SERVICES

Preparing for retirement should create excitement, not concern.

Discover many of the opportunities available to help you plan for your financial future.

One stop. Many options.

According to a recent study, 60% of pre-retirees don’t have a plan for how much money they‘ll spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to helping protect some of your assets, we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

At Mobile Bay Financial, we can offer you the following products and services:

  • Retirement Income Strategies
  • Wealth Management
  • Asset Protection
  • Annuities
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • IRA & 401(k) Rollovers
  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

  • Trusts
  • Probate
  • Charitable Giving
  • Estate Planning
  • Tax Planning

Once we understand your financial situation, risk tolerance, and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

Retirement Income Strategies

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Wealth Management

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Asset Protection

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Annuities

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Life Insurance

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Investments

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(K) Rollovers

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IRA Legacy Planning

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Referred Services

Trusts

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Probate

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Charitable Giving

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Estate Planning

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Tax Planning

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