Retirement:
Planning for the
Next Big Adventure
of Your Life
Guided Strategy
Let’s make retirement your greatest life experience by charting your course well in advance of the day you quit working. Why? Because a retirement plan can help ensure you have the funds to cover expenses as well as all the exciting things you’ve been waiting to do, while helping protect against potential unwelcome surprises. Using insurance as a multi-pronged strategy, we can help shift multiple financial risks away from you and over to insurance companies who have spent decades developing the retirement products people need. Spend your time enjoying your retirement instead of worrying! Find out how we can help you retire and stay retired.
Independent Advice
True North Insurance Partners is an independent, unbiased firm providing our clients with access to hundreds of strategies and products from dozens of major insurance companies.
Tailored Plans
Your goals and situation are completely unique, and that’s why we create a custom plan specific to each family based on their needs for income, protection and legacy.
Fiduciary Oath
At True North Insurance Partners, we have a fiduciary duty to do what’s best for you at all times. That dovetails perfectly with our commitment to being good stewards.
Don’t Worry About Retirement. Make a Plan!
- Searching for ways to convert your 401(k) into streams of lifetime retirement income to cover your living expenses once you stop working?
- Concerned that your money could run out someday—when you are too elderly to work?
- Worried that an unexpected long-term care event, like Alzheimer’s, could wipe out your savings and leave your spouse and family with almost nothing?
- Want to leave your spouse, family members, and/or charity a leveraged bequest that’s tax-free and bypasses probate?
- Looking to both protect your family and build up tax-advantaged savings while you’re working?
- Surprised to find there are solutions which offer growth potential along with protection from stock market risk?
Services To Get You To & Through, Retirement
We offer a large range of services and insurance products from dozens of insurance carriers that can be used as part of your overall financial and retirement plan. Insurance can protect you from risks while providing you with specific features to meet various needs, either built into the policy itself, or added as additional coverage using policy riders. Our customized services can be scaled up or down to meet the needs and objectives of individuals, couples and families as part of their holistic, tailored plan. Browse through these short overviews, and then contact us to discuss your unique situation and goals.
Let’s chart your personalized course to retirement!
Retirement Planning
Starting your retirement planning early—even while you are young and working—can give you the best chance to retire and stay retired living your desired lifestyle in the future. We help you design a plan customized to you, and as you start to get closer to retirement, we’ll lay out a complete “retirement map” that includes ways to create income streams, potentially mitigate taxes, and optimize the legacy you leave.
Long-Term Care Planning
People can be surprised to find out that Medicare doesn’t cover long-term care, and we help them find options to pay for the expensive assistance they may need with daily living activities as they get older. New insurance options can provide funds if you need them, or other benefits if you don’t, so LTC insurance is no longer use it or lose it. There are many strategies to provide LTC funds, and we can help you compare them.
Income Planning
If you have a lot of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. Remember, you will owe ordinary income taxes on all of it. Working in advance, we help you develop a tax-efficient retirement income plan inclusive of all sources, including Social Security, pensions, your portfolio, distributions from your workplace retirement accounts, and annuities.
Estate, Wealth & Legacy Solutions
If you have a family or assets, you need strategies to pass on tax advantaged wealth to your chosen beneficiaries. Insurance can help you leverage your legacy, and provide a stress-free transfer of wealth, usually tax-free, which can bypass probate and go directly to your loved ones. In conjunction with estate attorneys, we can also offer advanced planning strategies incorporating trusts for those with more complex needs.
Your Insurance & Retirement Guide
Eric Biddle, CFP®
Sr. Financial Planner
”As an independent insurance agent, I am free to shop across multiple carriers to find annuity and insurance solutions that fit each client’s unique plan—instead of forcing clients into one-size-fits-all products. My goal is to create strategies that provide security for life’s essentials while freeing the rest of our clients’ wealth to grow toward future goals and adventures.
— Eric Biddle, CFP®
Choose the Best Time to Discuss Your Goals for Retirement
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Retirement Resources
We invite you to read, watch, download, and learn about retirement and what you need to know about the various issues you may face. And remember, we are here to help you develop and implement your own personalized retirement plan, well before you plan to retire!
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
7 Signs You May be Ready for Retirement
7 Signs You May be Ready for Retirement
Why Long-Term Care is an Important Part of a Financial Plan
Why Long-Term Care is an Important Part of a Financial Plan
Send Us a Message!
Let’s talk about your retirement goals, the adventures you want to take, and your personal plan for retirement!
Eric Biddle, CFP® | Sr. Financial Planner
True North Insurance Partners
5080 Tuttle Crossing Blvd. Ste 250 • Dublin, OH 43016
Main: (614) 929-2715 • Direct: (614) 547-6696 • Fax: (614) 816-2651
Insurance products are offered through True North Insurance Partners. Investment advice is offered through Stratos Wealth Advisors, LLC, a registered investment advisor, via the investment adviser representatives at True North Wealth Partners. Stratos Wealth Advisors, LLC, True North Wealth Partners, and True North Insurance Partners are separate entities.
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We adhere to the fiduciary standard, putting the interests of our clients ahead of our own. The information on this website is not intended as financial, tax, or legal advice. Please consult financial, legal, or tax professionals for specific information regarding your individual situation. Guarantees are provided by insurance carriers, backed by the financial strength and claims-paying ability of the insurance company providing the insurance or annuity policy.