ACCESS Retirement Advisory Group, Irvine, is dedicated to offering the most up to date and innovative solutions in the areas of indexed annuity income planning, HECM advisory services, social security income maximization strategies, non-traditional solutions to the long-term-care trap and Medicare supplement and Medicare Advantage healthcare planning. Census reports have indicated that an estimate
d 7,000 Americans will celebrate their 65th birthday everyday for the next 17 years. These numbers are staggering, and all these individuals have until present, been focused on asset accumulation and risk management. Today the game is changing fast for most financial professionals. The focus is now on the transition from assets to income, promises and projections to guarantees and “hold and hope” strategies to creating sustainable income streams during retirement that can never be outlived. Advisors without this knowledge – or those who have a single product solution or limited approach – will rapidly fall behind. Our licensed staff of trained advisers undergo many hours of training by attending mandatory continuing education classes and industry sponsored workshops to ensure that our clients are receiving the most accurate and up-to-date information available. Many of our associates have completed the necessary coursework and received professional designations and adhere to the ethics and standards set forth by the National Council of Certified Estate Planners (NCCEP) and the California Department of Insurance.
