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Wait! Before you go...

Enjoy a complimentary chapter of Patrick L. Marcell's latest book!

“Retirement, Be Prepared! : Scouting Out Your Finances For Retirement”

Scouts for years have learned to live and breathe “Be Prepared,” generations of America’s youth drilled and raised on the motto. Yet, when we reach retirement, few have a clear understanding of what it takes to be prepared for decades of planned unemployment.

With true-to-life stories and a good dose of humor, Eagle Scout and financial advisor Patrick L. Marcell walks readers through the basics of crafting a financial strategy, laying out how to approach issues such as:

  • Planning your own income
  • Tightening up that tax bill
  • Making the most of Social Security
  • Developing strategies for a longer life

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Phone: 715-341-8899
Fax: 715-341-1080
Email: frontdesk@retireidea.com

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1320 Okray Ave.
Plover, WI 54467
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through Elite Retirement Group Inc, an Wisconsin Registered Investment Advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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