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This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
Stacey Andres has been helping retirees and pre-retirees since 2010 develop a plan to ensure they have an anchored, secure “second life.” Making the move from teaching others how to make money trading stocks, to helping people develop a solid plan for life during retirement was a significant change. He says, “I worked with so many clients in my former line of work whose plan for retirement failed because the three biggest risks to a secure retirement were not addressed. I knew there had to be a better solution and I was determined to find it.”
Because he has seen so many advisors underserve their clients, he passed the Series 65 exam which requires he act as a fiduciary and seeks to take a holistic planning approach that addresses all aspects of a client’s financial situation.
He specializes in lifestyle planning with an emphasis on tax efficiency and lifetime income. Along with passing the Series 65 exam, Stacey received his National Social Security Advisors Certification and uses what he has learned about Social Security to educate clients on the best claiming strategies in order to maximize retirement income. He believes in “The Bucket Plan” approach, a different way to think about money that can help reduce risk on a portfolio that is being relied upon for income. Many of his clients at the first meeting are confused and unsure about what their post-income producing years are going to look. His top priorities are to ensure his clients are secure knowing their money will last throughout their lifetime regardless of how long they live.
He also works with several tax professionals that have a desire to bring more holistic planning solutions to their clients by helping them with wealth management and cashflow management strategies that can reduce taxes and protect their hard earned money.
Stacey married his wife Michelle in 1995 and they have three wonderful children Theoron, Shaley, and McKenna. He is a Stakeholder at Church of the City in Franklin, TN, where he and his family attend.