Insurance

Retirement Income Planning

Celtic Wealth's experts will make sure your asset allocation meets your needs and risk tolerance with a strategy for retirement income.

- Estimate how much income you'll require and create a Retirement Budget

- Determine the Sources of Income, Withdrawal Rate.

Variable & Fixed Annuities

- Fixed Annuities: deposit a certain amount and the insurer will pay an agreed upon interest rate over a specified period of time.

- Variable Annuities: a contract that allows for the accumulation of capital on a tax-deferred basis

Disability Income

Social Security: Eligibility, Planning, Limits

Life Insurance

We will help determine which policies are best suited for you with Custom Programs and analyze your current plan.

Long Term Care Insurance

Our professionals will examine and compare your Assets, the Premiums, your Health and Family History.