Retirement and Medicaid Planning
Do you spend more time planning a vacation for your family than you do for your retirement?
Let's be realistic here. Planning a vacation is more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. Century Financial Consultants can help you plan a financial future that will make you and your family excited for your upcoming years.
In The News
Jeff & Terry W.
Like many seniors, as we have gotten older my wife and I became increasingly concerned about protecting and preserving our retirement savings. With no shortage of financial advisers advertising on the radio and offering expensive dinner workshops, we found most offered cookie cutter solutions to our concerns.
So we feel fortunate to have found Matt and Jeff Hollander. They stood out in the crowd of financial advisers. First, they listened to our concerns and needs. Second, they provided options for us to choose from and explained these options until we fully understood them. And perhaps most importantly, as CMPs - Certified Medicaid Planners - they have strategies for preserving ones savings even when a move to a full-time care facility is necessitated.
Matt and Jeff Hollander are knowledgeable, thorough, and concerned with doing the right thing for their clients. We highly recommend them to everyone.
Mary Lou F.
My finances had been satisfactory since 1986 when I started investing in the market with personal funds. Aging and going through three market downturns was making me rethink the status quo----what else was available without severe market swings, what were my options for catastrophic happenings with health issues, how could I better protect my principal gains already achieved?
After listening to Matthew Hollander’s presentation, then going on to detailed investigation of my concerns and present portfolio, Matt gave me answers for these concerns, and many suggestions I was not aware of. Matt’s professionalism dealing with my present financial group and personnel of my invested companies was great. He verified the areas that could be improved and ways to help improve my security while also finding ways to grow the funds in a way that didn’t keep me up at night.
Yes, I do sleep better with more confidence that my future will have less drama in my aging years. Matthew is very astute as to where all your finances are and where your projected plans are headed; and, quick to make necessary adjustments for your advantage.
I would recommend Matt Hollander to anyone reviewing their present status and present available options for retired, or near retirement, people.
Carmen & Kim P.
I attended a seminar hosted by Jeff and Matthew Hollander (Century Financial Consultants) in 2016 at the Hampton Inn in Goodyear, AZ. The information that they presented was pertinent, current and applicable to those concerned with making decisions relating to retirement and health and welfare concerns that impact the elderly. Following this presentation, they offered a free consultation with anyone that wanted to meet with them to discuss various personal alternative actions and/or investments that could be employed to protect and maximize retirement funds in anticipation of life experiences that could be encountered.
My wife and I met with the Hollanders on several subsequent occasions to review our income, assets and liabilities to develop a better investment and asset position to reduce our taxes, protect our investments and better accomplish a long-term retirement strategy. It was easy to develop a trust level with these two individuals, since we were never asked for any fees, met at their office, were never pushed into making any decision and given every opportunity to review all information regarding any potential purchase and/or transfer of one investment for another. We assume that they received some compensation for some of our purchases but we also know that they did not receive any fees for some other decisions that they assisted us with.
All in all, our interaction with the Hollanders has been very positive and has resulted in our becoming better prepared for our retirement years and the challenges that we can expect to experience in our remaining years. We have recommended these individuals to our friends, relatives and acquaintances, both because of the integrity that they have displayed and the logic and pertinence of the decisions that they have recommended—all at no direct cost to us."
I went to a financial dinner and listened to a presentation on a secure financial future which used the word "fiduciary" over and over. I signed up!
Months after I met Matt & Jeff Hollander. Matt came to my home and gave me a complimentary review of my current situation. After review, there were a few things that came to my attention that were not suitable.
Matt helped create a plan and helped me in moving my funds into things that were more inline with my current financial goals. I could not be happier!