A Roadmap For Retirement
Everyone wants to retire knowing that they have enough money to live how they choose. But no two roads to a successful retirement are alike. At Hotz Family Financial, we aim to help you achieve your dream retirement by finding a financial strategy that works for you.
We’re committed to helping you succeed. That’s why we take the time to get to know you and analyze your personal financial situation. Then, through financial discovery, we evaluate your income, expenses, liquidity needs and retirement goals and develop a retirement strategy with the objective of helping you reach your retirement goals.
Our Services
Retirement Strategies
We believe a retirement strategy is not a
one-size-fits-all proposal. We provide you a
framework that aims to satisfy your retirement
income budgeting needs to go along with a risk
tolerance that satisfies your growth expectations.
Social Security
We help you develop an understanding of your Social Security benefit and educate and inform you on the optimal time to start accepting your benefit. This brings you one step closer to the comfortable and happy retirement you have worked so hard for.
Retirement Income
We can help you design a retirement income plan capable of generating the income that meets your specific needs.
Insurance Solutions
Our firm specializes in helping you secure your retirement assets while still achieving growth by offering a variety of insurance products as part of a retirement strategy.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.