First Row Liz Girbert, Jim Daffin, Chris Plummer, Caitlin Plummer

Second Row Chase Dawson, Sharyn Dunnette, Phil Patten, Dave Sheaffer

Third Row Nick Plummer, Jenna Roberts

Getting You to and Through Retirement

Plummer, Daffin & Associates views retirement as something more than a time in our clients’ lives when they leave their careers. 
Plummer, Daffin & Associates sees it as a natural migration into a new life stage that presents new opportunities from travel to giving back to community and family in a meaningful way. Achieving financial independence is the key to enjoying retirement and a core aspiration for all clients.

Plummer, Daffin & Associates understands that accumulating  wealth is a priority for retirees who are concerned about having sufficient resources in later years. However, it is equally important to understand that a retirement strategy can only be successful if wealth distribution is integrated with both risk management and wealth accumulation and preservation. Plummer, Daffin & Associatesspecializes in creating retirement plans that emphasize wealth distribution strategies that guides retirees through retirement.

The goal for Plummer, Daffin & Associates is to help clients create income for life, protect their assets, and to have their clients leave a legacy for future generations. Plummer, Daffin & Associates does this by making retirement a lifetime process, using insurance as a foundation to manage key risks, and to create a comprehensive retirement income plan by using investments and annuities.

The Financial Security Pyramid addresses your concerns with a repeatable process for achieving financial security throughout retirement. It provides a balanced approach that adapts to possible changes in your financial situation.

   

Retirement Resources

       

 

James H Daffin, CFP®, CLU®, ChFC®, CASL®, RICP®
Financial Advisor


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