- Executive Benefits
- Group Health Insurance
- Retirement Plans
- Medicare Supplements
- Medicare Part D
Emerald Retirement Planning Group, Inc. Overview
CREATE YOUR PLAN AND INVEST IN YOURSELF
While many families successfully save money and set goals, we’ve found it’s simply not enough to establish your long-term goals. You’ll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.
At Emerald Retirement Planning, that’s what we do and what we offer—systematic yet customized planning along with empathetic and objective counsel.
We start with the end in mind. Our process is fundamentals-based and goals-driven and results in your specific written plan.
Regardless of what stage of life you are in, we’ll determine your desired lifestyle, starting right now and looking forward. This will be the foundation for your plan. We’ll review and discuss the nature of transitioning through each stage of life. Finally, we’ll determine the type of income, assets, and insurance you will require to accomplish it all, and what steps are needed both now and over time in order to work toward that result.
Taken all together, we “bridge the gaps,” coordinate all aspects of your financial life, and provide you a clear and purposeful path to follow.
Call us to schedule some time to review our process. Our initial review is complimentary and with no obligation thereafter.
About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.