Our Services

Our goal is to help you create a guaranteed retirement income that you can rely on.

Retirement Income Planning

We help ensure your retirement income is guaranteed to live as long you do. Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

Life Insurance

Life insurance can protect your family and provide powerful living benefits for retirement. Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with highly-rated insurers offering a range of products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.

Long Term Care Insurance

With the annual costs of nursing home care running to potentially tens of thousands of dollars per year, you may be considering long-term care insurance. We provide access to competitive long-term care insurance policies through many of the industry's leading providers.

Social Security

We can help you understand your Social Security filing options as part of your retirement income plan. Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.

Guarantees in insurance products are backed solely by the claims-paying ability of the issuing insurer. 

Sound Senior Planning is not affiliated with or endorsed by the Social Security Administration or any government agency. 

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