Retirement Income

We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.
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Retirement Income Strategies

Life expectancy in the United States is at an all-time high.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.2
Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

But it doesn’t have to be that way.

Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.

1 Honor Whiteman. Medical News Today. Oct. 8, 2014. “CDC: Life Expectancy in the US Reaches Record High.” http://www.medicalnewstoday.com/articles/283625.php. Accessed March 23, 2015.

2 Catey Hill. MarketWatch. July 18, 2016. “Older People Fear This More Than Death.” http://www.marketwatch.com/story/older-people-fear-this-more-than-death-2016-07-18.

Strategies for Financial Confidence

It is important to feel you have control over your future. At Wealth Trac Financial, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial future.

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at info@wealthtracfinancial.com or call us at 248-385-2385 today!

Have questions for the Wealth Trac team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

As a full-service firm, we also provide the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party websites or the collection or use of information regarding any website users and/or members.