Business Innovators Radio

Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:Retirement Income Planning – safe, predictable, and guaranteedLegacy Planning – maximize to whom and what is left to heirsWealth Transfer – tax-efficient transfer strategiesEstate Planning – Wills, Trusts and Asset ProtectionSocial Security Optimization – claiming strategy guidanceWealth Management – safe and tax-eff