Evolution Retirement Solutions is your partner in creating the retirement you have envisioned. Our experts take the time to understand your lifestyle and goals to develop an effective plan for your future.
Approaching Retirement
As retirement approaches, concerns about being able to live comfortably on a fixed income intensify. Would your investment portfolio be able to endure regular withdrawals to supplement the loss of earned income? There are many factors to consider when planning your retirement, such as, fixed income sources, lifestyle goals, healthcare costs, and legacy wishes to name a few. ERS can help you create a plan to address all aspects of your health and well-being as you approach your retirement years.
Enjoying Retirement
The key to enjoying your retirement years is being able to live comfortably without depleting your nest egg too quickly. A strategic plan can allow you to take income from your portfolio while still allowing it to grow for future needs.
Have Questions About Your Retirement Goals?
Our Comprehensive Retirement Services
Group Retirement Plans
Our licensed advisors are committed to creating successful retirement outcomes. We found a way to help organizations create customized, competitively priced, retirement plans for their groups through our network of industry experts and use of industry-leading technology. Our technology brings together the resources needed to build, and monitor group retirement plans effectively. We also provide individualized support and educational resources to every member of your group.
Income Planning
Retirement income planning is an analysis of the income sources that will be available to you upon your retirement. Income sources may include your pension, social security, investments, annuities, or any other income you may have available throughout your retirement. Our team will analyze income sources and project future expenses to develop an income strategy to provide the lifestyle that you want while avoiding the depletion of your assets.
Succession Planning
Finding a successor for a closely held business can be a vital aspect of retirement planning for a small business owner. We help business owners clarify their wishes for the business in the event of a planned or forced retirement. Our licensed insurance agents and advisors will work with your management group to secure funding vehicles for disability, death and retirement buy/sell agreements. Succession planning can also be done for a key, non-owner, employee.
Benefits Consulting
ERS works with employers to provide group benefits. We also understand that the benefits offered through your employer may not be available in retirement. We will help you create a personal retirement benefits package that is truly customized to your specific needs. We offer wealth management solutions, life, accident, and health insurance, including long-term care insurance.
Evolution Retirement Solutions will be your partner, guiding you forward into retirement with confidence.
Contact Us
Evolution Retirement Solutions, LLC
Anthony Hinds-Fritz, CFP®, ChFC®
920 Spencer Street
Syracuse, NY 13204
(315) 450-5014Syracuse, NY 13204
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