Skolnik Retirement Solutions, Llc

Skolnik Retirement Solutions, Llc company information, Employees & Contact Information

There is a $100k mistake lurking in the shadows if you are retired or preparing to become retired...70% of people never see this coming... Do you know why 70% of pre-retirees & retirees fall victim to this $100k silent killer... They ignore the BIG 5 when it comes to their retirement... - Nursing homes - Probates - Legal Concerns - Taxes - The Market This BIG 5 is responsible for taking millions of dollars from the unsuspecting members of the retired community every year. And it all could have been avoided with the proper strategy. The reason I call the BIG 5 a silent killer, is because most people don't know this is a problem until they've reached the point of no return. By then the BIG 5 has swooped in, taken their retirement savings from under their nose, and has left them with nothing but a MASSIVE burden that is felt by not just the retiree...but their family as well. Here's how we have helped 100s of pre-retirees and retirees elude this silent killer and create the prosperous retirement they desire We implement our proprietary OctaView Retirement System™ This system has 3 key areas we focus on to ensure the BIG 5 does not derail your retirement... 1) Preserve and Protect you from...Probate, Lawsuits, Nursing Homes, and Market Fluctuations 2) Simplify & Consolidate...You tend to lose a step or two as you age...so we make it easier to control and dictate your world. 3) Multiply & Distribute...Together we build your assets while you are here...and once you're gone your assets will go where they should in a simplified and tax-efficient manner If you're talking to any advisor...and they fail to mention at least one of these three key areas when building your retirement plan....then you're talking to the wrong person. And continuing to talk with them about your retirement plan may leave you with a $100k+ mess. Look, you've spent a lifetime collecting a bunch of stuff - money, assets, etc - you owe it to yourself and your assets

Company Details

Employees
5
Founded
-
Address
315 N Leavitt Rd, Amherst,ohio 44001,united States
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Amherst, Ohio
Competitors
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