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Craft Your Retirement Roadmap with Stonehenge Advisor Group
Manage episode 407187390 series 3558640
Treść dostarczona przez Jeffrey Bellomo. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Jeffrey Bellomo lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other programs.
The Stonehenge Advisor Group has a strong, vetted network of CPAs, estate planning, and elder law attorneys to assist its individual clients and small business owners with more advanced planning matters. Based in Collegeville, PA, the firm is licensed in 13 states, including PA, NJ, DE, and MD.
What You Need to Know
(02:47) Sean started his company about 30 years ago when he noticed that women were often left out of the financial planning process. He committed to providing greater education and transparency.
(04:30) The first step in planning is to listen to a client to determine their goals and objectives and assess their current financial situation.
(05:29) Like Bellomo & Associates, Sean’s firm offers workshops. Sean and Jeff are conducting a workshop at Penn State Great Valley in September.
(07:00) Sean’s four-part workshop is called “Baby Boomer’s Retirement Road Map.” It’s a structured, holistic approach to Social Security, tax minimization, Medicare, retirement planning, etc.
(09:00) The “old” model of LTC insurance was typically a use-it-or-lose-it policy.
(11:24) Sean advocates for the newer LTC hybrid models where unused money goes back into the estate and pays out like a life insurance policy.
(12:53) Hybrid models offer options, each with different advantages and qualifying standards so that they can be tailored to the particular needs and circumstances of each client.
(18:05) Supplemental insurance plans can be confusing. Have an expert conduct a deep-dive analysis of your needs and goals. There are assistance programs available. Sean’s team can help so that you’re not leaving money on the table.
LINKS AND RESOURCES MENTIONED
Contact Sean Crowley at 610-287-4869 or email sean@stonehengeadvisorgroup.com.
To learn more:
Website - https://mysaferetirementsolutions.com/
Facebook - https://www.facebook.com/stonehengeadvisorgroup/
Bellomo & Associates workshops:https://bellomoassociates.com/workshops/
- Life Care Planning
- The Three Secrets of Estate Planning
- Nuts & Bolts of Medicaid
For more information, call us at (717) 845-5390.
Connect with Bellomo & Associates on Social Media
Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/
X (formerlyTwitter):https://twitter.com/bellomoassoc
YouTube: https://www.youtube.com/user/BellomoAssociates
Facebook:https://www.facebook.com/bellomoassociates
Instagram:https://www.instagram.com/bellomoassociates/
LinkedIn:https://www.linkedin.com/in/bellomoandassociates
WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/
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