Bear Market Financial Services

Take Control Of Your Retirement Starting Today

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Discover the Bear Market Way

We are a trust-based and family-focused retirement firm, meaning we believe that an authentic and genuine lifelong relationship begins with a solid foundation of truth and honesty. Our clients are like family to us, and we are selective about who we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your retirement goals.

Retirement: Simplified

Your retirement dreams and goals are unique to you. Don’t you think your financial strategy should be too? At Bear Market Financial Services, LLC, we know there is no one-size-fits-all solution for the most important stage of your life. We can build a customized retirement strategy that is designed specifically for you, using the following strategies:

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Retirement Strategies

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Asset Protection

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Competitive Fixed Rates

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Life Insurance

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Long-Term Care

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Legacy Planning

Election Uncertainty?

From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty. This guide explores:

  • The impact of presidential elections on the stock market
  • How campaign promises could potentially affect your finances
  • How the years preceding elections can maybe provide some clues about their potential impact

Fill out the form below to get your copy!

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