Worried that your financial strategy is
Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Tiarks, Becker, & Hackett Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The TBH Retirement Roadmap

A turn-by-turn process to get to you to your retirement destination

The road to retirement isn’t always a straight one. Our process anticipates life’s inevitable roadblocks, so your journey is as smooth as possible.

Step 1: ANALYZE RETIREMENT SUCCESS

We’ll determine whether you are on track to retire when you want, with the income you need.

Step 2: IDENTIFY RETIREMENT ROADBLOCKS

We’ll identify potential financial roadblocks that could cause your retirement to swerve out of the Comfort Zone.

Step 3: EXPLORE DETOURS

We’ll present solutions to help reduce the impact of each roadblock in your retirement:

  • Recession Loss – Our Riskalyze tool explores ways to reduce your risk exposure.
  • Long-Term Care Expenses – We’ll look at different insurance strategies to help protect your assets from dwindling due to rising long-term care expenses.
  • Early Death – We’ll explore different life insurance products that could reduce the financial impact of a spouse’s death.
  • Pension Cut – Using products like annuities, we’ll show you how you can create income, similar to that of a pension.

Step 4: HIT THE ROAD

With regular check-ins and an open-door policy, we’re here to help you every step of the way on your retirement journey, whether you need to tweak your current strategy to account for a life change or just want a quick update on your investments.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA and 401(k)s

Manage

Manage the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Investment-Related Tax Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

Ready to Take
The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 507-356-8537