In case you missed it live, Mueller Financial Services, and OneAmerica® Care Solutions invite you to learn about the great retirement income gap — and see if you’re at risk — at a no-cost on-demand presentation.
What would happen in retirement if your needs unexpectedly changed and your expenses suddenly outpaced your budget? The difference between your income and your expenses is known as the retirement income gap — and it’s triggered most often by health conditions that require long-term care (LTC).
You can’t predict when a chronic condition may develop or how long it may affect your income. Take this opportunity to learn how the wealth advisors at Mueller Financial Services can help. Our Wealth Management Firm can help guarantee that your retirement can be protected no matter how long you need LTC. How’s that for peace of mind?
Regional Sales Director
OneAmerica® Care Solutions
+1 206 437 7178
Heather has extensive experience working in multiple levels of the financial services industry, helping advisors and their clients with wealth accumulation, income protection, estate preservation and wealth transfer. Heather has worked at industry-leading companies like New York Life, Lincoln Financial Distributors and Planco Financial covering annuities, investments, life insurance and long-term care products. She has coached and developed financial services professionals through solutions-based selling while increasing sales in her territory. Heather has a natural ability to take complex issues and break them down into easy-to-understand concepts that help people achieve financial success.
Lisa joined Mueller Financial Services as a Wealth Advisor in 2021 with over 22 years of experience in financial consulting services and economic research & analysis. Lisa is especially skillful at identifying customer needs and delivering investments and services to match those needs. She is a proven change agent with the ability to develop, define, and differentiate investments and services for clients.
Lisa strives to build lifelong relationships by developing customized financial plans that will aid her clients’ future goals and dreams. She believes there is no one way to plan for everyone’s financial future – that everyone has specific and personalized needs. Providing legendary customer service is her commitment to each and every one of her clients.
Heather Olson and OneAmerica® Care Solutions are not affiliated with or endorsed by LPL Financial and Mueller Financial Services.
Guarantees are based on the claims paying ability of the issuing company.long-term care
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