Enjoy Retirement Securely
Retirement is a time to enjoy life’s little pleasures—hobbies, travel, grandchildren and more. Dedicating weekly work hours to explore new avenues is exciting, but ensuring a guaranteed stream of income that you can never outlive should be an important consideration when planning for retirement.
“At Senior Retirement Solutions, our only focus is retirement and helping you enjoy it to its fullest potential,” says Kristi Hurley, owner and CEO of Senior Retirement Solutions. She has been serving seniors in Ocala for seven years, but her insurance experience spans over 20.
Senior Retirement Solutions specializes in wealth preservation and income planning. They offer a variety of retirement savings products to help clients feel financially secure. Working with clients’ 401ks, IRAs, life insurance and annuities, they build a customized retirement plan to protect nest eggs and meet retirement goals. Their staff can provide the knowledge, tools and opportunities seniors need to take charge of their financial lives and prepare for future endeavors. Senior Retirement Solutions’ offer everything from savings products and services to life insurance and annuities.
“We utilize financial calculators and illustrations to help answer investment questions while providing the tools needed to help seniors plan, save and reach their goals,” Hurley explains. “We start with a financial review to help seniors better understand their current position. Then we explain how a conservative investment approach combined with innovative insurance products can grow and protect their wealth.”
Why choose them? The staff at Senior Retirement Solutions is committed to doing business the right way.
“Senior Retirement Solutions is in the business of helping others. We spend time getting to know our clients, and that helps us to build strong partnerships with them,” says Hurley. “We are committed to serving our clients and providing them with products that offer safety and protection but, most of all, peace of mind.”
The result of these strong business-client relationships is a comprehensive understanding of an individual’s retirement goals and expectations. Senior Retirement Solutions aims to secure their clients through their retirement years, giving them free rein to enjoy their leisure years.
Senior Retirement Solutions
925 SE 17th Street, Suite B, Ocala
Open Monday-Thursday, 9am-5pm and Friday 9am-1pm
Appointments recommended but not required
In-home appointments are also available