Our clients are generally:
Our job is to present options, not make decisions for you. You were smart enough to accumulate what you have without our help. However, Hackett Retirement Solutions may be able to help you preserve and protect what you have. Charles Hackett is an independent insurance agent representing numerous well known and financially sound institutions.
Other areas where we may be able to assist you include:
- Protection from catastrophic illness/potential nursing home expenses
- Protection from losses due to market volatility/low interest rates
- Reducing or eliminating unnecessary taxes
Clients find Mr. Hackett to be easily accessible because he answers to them, not an insurance or financial company. He is there to guide you, assist your heirs, and facilitate communication of your wishes.
Hackett Retirement Solutions does not give tax, legal, or investment advice*. Charles has working relationships with other retirement planning specialists in the areas of law, taxes, medical care, etc. and is able to provide clients with names of professionals specializing in these areas when necessary.
*If you need investment advice, Mr. Hackett offers those services through his Registered Investment Adviser firm, Beacon Retirement Group, LLC, where he offers fee-based options for investments, portfolio design, and portfolio management. Visit their web site at www.beaconretirementgroup.com, scheduled for completion in the August of 2008.
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