Michael R. Scotch

Planning for Retirement

Our firm takes pride in providing comprehensive retirement planning services that integrate all aspects of our client's financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

 

We offer:

  • Investment Advisory Services
  • Managed Money
  • Risk Management (Life Ins. & Annuities)
  • IRA/401(k) rollovers
  • Asset protection
  • Income planning (Social Security Maximization)
  • Wealth management
  • Wealth transfer strategies (legacy to children)
  • Long-term care solutions

 

Just imagine a complete portfolio where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

 

I'm Ready to Plan for Retirement

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For Your Guide to Social Security

Maximize Your Social Security

Ever feel that even though you have worked hard all your life, you still worry that you will not be able to live the good life when you retire?

Tax-Free Retirement

Tax planning can have a large impact on the amount of wealth they will be able to transfer to their legacy.

Estate Settlement Services

Proper legacy planning helps ensure that your wishes will be respected and your loved ones taken care of.

Work with our team on your retirement planning

Contact

Gregg J. MacInnis

 

972-475-2461 | 3705 Lakeview Parkway Suites 203 & 205 | Rowlett, TX 75088

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Disclosure

All written content is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Gmac Family Financial, LLC is not affiliated with or endorsed by The Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.