Seven Slips: That May be Keeping You from Achieving Financial Independence
Buying anything on credit that doesn’t make you money or generate cash flow is keeping you from generating…
You can have an Average Retirement…..
you can have a Good Retirement…..
or…..
you can have a Plush Retirement!
We can help you retire comfortably. Don’t you deserve a plush retirement?
How much income can you expect to receive every month in retirement?
Whether you are already financially savvy or need help with the basics, we are here to educate and inform you so you can be empowered to make better decisions.
Our professionals are licensed, reputable , and experienced in the specific areas where you require assistance.
Welcome to PLUSH Retirement Services, where we provide comprehensive financial services to help you achieve a comfortable and secure retirement. Our team of experienced professionals understands that planning for retirement can be overwhelming, which is why we are here to guide you through every step of the process.
We believe that financial education is the key to successful retirement planning. That’s why we offer a variety of resources and tools to help you understand the complexities of retirement planning and investment management. Our goal is to empower you to make informed decisions that will set you up for a financially secure future.
At PLUSH Retirement Services, we offer a range of planning services, including retirement planning, pension review, and investment management. Whether you’re just starting to think about retirement or you’re already retired, we can help you develop a personalized plan that meets your unique needs and goals.
Our team of financial experts will work closely with you to assess your current financial situation, identify areas for improvement, and create a customized plan that aligns with your goals. We’ll help you navigate the often-confusing world of retirement planning and investment management, and we’ll be with you every step of the way.
Thank you for considering PLUSH Retirement Services for your financial planning needs. We look forward to helping you achieve the secure, comfortable, and plush retirement that you deserve!
Preparing for retirement entails far more than merely calculating the “magic number” you will require. It’s a complicated undertaking in which the decisions you make will have a significant impact on your quality of life during your retirement years. Our retirement planning process covers basic topics like Social Security, Medicare, Long-Term Care, and Required Minimum Distributions, but it also delves into tax-efficient distribution strategies that maximize the monies left in your pocket. If you’re looking for retirement planners to help you plan for your retirement, our retirement planning services are here to help you every step of the way.
When our top retirement planners develop a retirement plan for you, you can be confident that it will be suited to your present and anticipated future needs. Don’t be tied into a plan that doesn’t make sense for you – speak with one of our experts today to start planning your retirement!
Choose the best plan according to your needs. This will assist you in getting the best option.
Select your agent to get the desired services in the best way.
Contact the agent, and we will start the process immediately.
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EXCELLENTBased on 12 reviewsTrustindex verifies that the original source of the review is Google.Angel A2023-04-28It was a pleasure meeting with Ric today. He gave me some advice that saved me from making a really bad decision regarding my retirement. He also helped me set up a really solid life insurance/retirement plan that makes me feel good about my financial future.Trustindex verifies that the original source of the review is Google.Vivian L Walls2023-02-02Working with Ric Carroll has been a really gratifying experience. He took the time to listen to me. He understood my personal circumstances. He has kept in touch to be sure that my needs are being met. Ric is a great guy.Trustindex verifies that the original source of the review is Google.Silke Piper2022-12-29Ric does a great job of explaining concepts or answers to questions that we have had. He also helps us to think about options for the future. My husband and I are very comfortable working with Ric on our future planning.Trustindex verifies that the original source of the review is Google.Irene hh2022-12-26I most definitely recommend Mr. Carroll as the best financial advisor I have met. Most of my career as a teacher was intensely concentrated in the job per se and a pension fund was unfortunately not in the priority list. I had met with other advisors occasionally as they visited my school. These professionals represented specific companies only. For more than a decade, I had 403K funds in one of these companies without an annual review, with the exception of maybe once or twice. When my husband and I met Mr. Carroll in the year 2020, we were impressed with his knowledge and friendliness. He carefully interviewed us and based on what he found, he gave us a thorough overview of what was available for teachers in terms of plans, products from different companies, and his recommendation to make the most of what we could save. He had several meetings with us, presented several scenarios, answered a thousand and one questions of multiple kinds, and also patiently endured some clear skepticism on our part. There were moments in which what he recommended seemed to be too good to be true. We finally prayerfully made a decision to follow his advice and we do not regret it. On the contrary, we are highly appreciative of his invaluable advice at a critical point in life. Since the time we first met Mr. Carroll he has shown solid integrity, honesty, and a sincere willingness to go many extra miles if need be to help us. His communication has been incredibly prompt in any form and time that has been most convenient to us. His expertise is amazing and his knowledge impeccable. We absolutely recommend Mr. Carroll!Trustindex verifies that the original source of the review is Google.Мarco Johnson2022-12-22Ric has taken good care of me the last 2 years and he truly has my best interests at heart. There's no high pressure to sign up for anything, he just shows me the universe of options and lets me make up my own mind. I highly recommend Ric as a guide on retirement options!Trustindex verifies that the original source of the review is Google.Jessica Urbanovsky2022-12-22Ric has been so helpful with my husband and my retirement planning. He is very efficient and knowledgeable of the market and gives options for all different plans. I would recommend him to all my family and friendsTrustindex verifies that the original source of the review is Google.Shari Boardman2022-12-21Ric always provides us with a full picture of what our finances look like currently, what they will look like down the road, and a full picture of what retirement will look like for us. His investments and advice have always been not only sound but safe and secure, which is what we need now days. We've worked with him for years, even after moving across country, and will continue to do so.Trustindex verifies that the original source of the review is Google.Tiana Carroll2022-12-14Always helpful and is very nice. He makes sure he helps you in everyway.Trustindex verifies that the original source of the review is Google.cassandra rowe2022-12-09If you are an educator looking for direction in funding your retirement, Ric is the best. He understands TRS and it’s limitations and he will help you select investments to fill in the holes! He cares about his customers and provided invaluable direction for our small business. We can’t thank Ric enough!Trustindex verifies that the original source of the review is Google.John Prather2022-11-06Ric was fantastic throughout the whole process. He provided my wife and I with lots of choices and explained the pro's and con's of each one. He is very knowlegeable of the products he is representing and it was a pleasure to work with him. I would, and in fact have, recommended his services to ,any of my friends an co-workers.
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