At Euclid, we believe in forming partnerships with our clients — not holding one-sided conversations. Whether you’re in the beginning stages of retirement planning or already retired, our mission is to provide the highest levels of service to help our clients enjoy their lives in retirement rather than worry about their money.
To best serve our customers, Bountiful Investment Management holds and represents the same value system; they help serve the Euclid community. While Euclid specializes in retirement income planning, Bountiful serves our clients by specializing in investment planning. This partnership allows Euclid to provide service that supports our mission of providing a holistic approach for our client's retirement needs.
The Four Pillars of Retirement
Are you missing one of the key pillars of a successful retirement?
We believe you should address these 4 areas:
Unlike the weekly salary you had when you were employed, most retirement income gets paid monthly. We can help design a stable, consistent income to meet your unique needs.
Without proper planning, taxes can take a big bite out of your retirement income. We’ll help organize your sources of income to help you avoid paying more than your fair share in taxes.
In addition to understanding your healthcare options, we’ll help you plan and budget for future potential healthcare costs.
Legacy planning is so much more than just the houses, cars or money you leave behind. We’ll help you organize your assets and prized possessions to help ensure they are distributed according to your values and wishes after you’ve passed away.
Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough - why an annuity?
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
Ready to take the next step?
For more information about any of our products and services, schedule an appointment today. Our office is set up to hold meetings in person, online or over the phone! Give us a call at 401.727.2727.