If you are twenty years from retirement, you will not plan the same way as someone who is twenty years into it already.  (Or at least you shouldn't!)  We provide the services, strategies, products, and expertise to help you accomplish your retirement goals, whatever stage you are in.

As an independent insurance firm, Hackett Retirement Solutions focuses on safety and risk management.  This may be appropriate if your goals include:

• Protection from catastrophic illness/potential nursing home expenses
• Protection from losses due to market volatility/low interest rates
• Reducing or eliminating unnecessary taxes
• Ensuring that your family members are your beneficiaries... not the government!

As a client, Mr. Hackett answers to you, not an insurance company, Wall Street brokerage house, or Saudi prince.  He is there to help you plan properly, assist your family, and facilitate communication.  

Although we do not give tax, or legal advice, we have numerous resources in the areas of law, taxes, medical care, etc.  As a client, you have access to specialists in those areas.

(In addition to Hackett Retirement Solutions & Insurance, Inc., Charles Hackett owns and operates Beacon Retirement Group, LLC; a Registered Investment Adviser firm.  If you are in need of investment advice for stocks, bonds, mutual funds, portfolio construction, etc., Mr. Hackett's fee-based options are worth exploring.)