Bill in the News
Bill recently visited the Jacobs Law Group, PC, a boutique business law firm based in Center City Philadelphia. His “Long Term Care Planning and Insurance” presentation was well-received by the JLG team. Explore other W.R. Borton news stories.
A Refreshing Voice in the Modern Insurance WorldYou’ll find us pretty short on the typical sales pitches around here, but long on expertise, straight-talk and collaboration. Most of our clients come to us with a very clear vision of what they want their retirement to look like, but they’re also aware of the hurdles that stand in the way. At W. R. Borton & Associates, quite simply, we clear those hurdles for our clients. Yes, the tangible outcome of our work may be insurance solutions and asset-protection strategies – but what we really care about is offering our clients a clear, confident path to their desired futures. No matter how big the hurdles – or how bright the dream – you can count on us as your advocate…on the ball and in your corner.
Tip of the Month
W.R. Borton is focused on helping clients establish a plan to ensure their future is solid and allows them to Live Better, Longer.
Long-term care planning and insurance is an important part of this process, and we encourage you review an excellent resource called My Directives. This tool enables you to commit your long-term care plan to digital writing, and then importantly share it with your family and other advisors. Not only do you create your plan, but it is safely stored, and can easily be updated as needed.
We know Americans are living longer, but not necessarily better. Our clients face the very real risk of outliving their assets because of rising healthcare costs, the need for long-term care, or simply living longer than anticipated. How well these risks are managed can make all the difference between living a comfortable and confident retirement, or running out of money later in life.
Don’t Wait – Complete your Team! Your financial advisor may be doing a great job of managing your assets, but it’s not the same thing as retirement income planning. We collaborate with your existing advisors to design individually tailored solutions that help mitigate these risks and ensure the future you want.
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Can I Afford to Retire?
We hear this question from our clients more than any other. We get it. The lessons from the market crash of 2008 are still fresh and raw. There’s been a sharp uptick in the fear surrounding outliving retirement income. Even more, uncertainties around market volatility, taxes, inflation, and health care costs have many Americans searching for answers.
We also know that despite these hurdles, you can still visualize your ideal future. We aim to be the partner you trust to help you build a plan to get there. We utilize proprietary software that maps out your entire retirement income picture on one simple page. We can also clearly show how each guaranteed source of income (Social Security, pensions, etc.) will play out under varying life circumstances, such as a layoff, retirement, loss of pension, or the death of a spouse.
Request a private retirement income planning consultation, and we’ll generate your personalized “Income for Life” report. This is a free offer and is without obligation.