Your dreams
our strategies
You’ve worked hard to get here. Let us assist you in reaching your retirement goals.
Get started in
3 Easy Steps
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Discover
Set up a 15-minute introduction call or video chat or schedule a meeting to sit down with us and discover what your ideal retirement looks like.
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Evaluate
Using the Union Retirement Solutions Planning Process, we’ll examine your current financial situation and determine your retirement needs.
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Plan
Receive a custom strategy designed to help you reach your unique retirement goals.
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INSTANT DOWNLOAD
"Your Retirement Income Planning Checklist"
Explore 10 topics to prepare for retirement “Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:
- How to plan for a long life
- Why you may need a housing plan (or two)
- Planning for health care and long-term care assistance
Need More Info?
Attend a Workshop/
Webinar
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.
No upcoming events.
![jeff-pic jeff-pic](https://unionretirementsolutions.com/wp-content/uploads/2020/03/jeff-pic.png)
Jeffrey A. Skidmore, Founder and CEO
Get to know
Our Team
It is our mission to help individuals and families achieve their ideal retirements.
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Ready to take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a workshop or webinar.