BASIC SERVICES

Basic Services

Principal Protection

No firm is more passionate about protecting your hard-earned retirement assets. Unlike other financial firms, Arbor Mutual Wealth Management utilizes proven safe-money strategies to ensure that your money is guarded from stock market losses so you can sleep better at night. 
Income Planning

Arbor Mutual Wealth Management specializes in removing the guesswork from your retirement income plan so you can retire without worry. We’ll show you how to get your retirement income backed by the largest and most reputable companies in the industry.
IRA & 401(k) Rollovers

Our advisors can help you roll over your retirement savings accounts – thus helping you avoid unnecessary taxes, penalties, and fees – and build a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Arbor Mutual can help you create the plan you need to reach more of your retirement goals.
IRA Legacy Planning

IRA legacy planning is an important planning approach that helps secure how you will pass along your hard-earned retirement savings to your family or friends after your death, with the lowest tax liability possible. Arbor Mutual can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with minimal taxes due.
Estate Planning

Arbor Mutual will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you originally intended, Arbor Mutual will work with you in planning today, and with your heirs in executing future strategies.
Life Insurance

Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, Arbor Mutual Wealth Management can assist you in adding a life insurance component to your estate portfolio.
Long Term Care

Perhaps you don’t need long-term care today; but being prepared for a long-term illness now can alleviate stress and associated costs in the future, whether you purchase long-term care insurance or use alternate strategies for potential future needs.
Social Security & Pensions

Arbor Mutual can help you develop an effective Social Security claiming strategy tailored to your retirement plan and objectives. In addition, some corporate and government employers offer pension plans with varying levels of annuity payment and lump sum rollover options which may play a role in your Social Security claiming strategy and retirement income plan.
Tell us what you need. We’ll help you get there.
Call now to learn more!
(866) 332-1761

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