Lori Sweet | Retirement Planning Specialist
Lori Sweet grew up in a small town in Washington State with a father who practiced as a CPA and taught her the value of planning and protecting yourself financially for the future. She often heard him say, “If my clients just knew how to manage their money, they wouldn’t be in this (financial) mess.” Lori’s mom was a volunteer for hospice and saw the financial devastation families went through during an unexpected health crisis for those without a financial plan.
This resonated with Lori, and since 2016 she has dedicated herself to helping and educating people to navigate their financial retirement opportunities. If you have asked yourself, “Will I have enough income for retirement?” or, “How can I protect and grow my nest egg so I can make it through retirement?” You are not alone.
Whether you are planning for retirement or already retired, Lori works diligently to find the right option for each of her clients. Customizing individual plans to assist her clients with their specific financial needs, protecting their savings, reducing income taxes and taxes on social security benefits, and creating a retirement income guaranteed to last their lifetime.
Lori is married to her husband, Jeff, and they have five children. Their family enjoys camping and boating together. Lori and Jeff enjoy traveling and exploring new places in their spare time.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We Love To Meet New People!