HAVE YOU BEEN TOLD THE TRUTH ABOUT ANNUITIES?
HAVE YOU BEEN TOLD THE
TRUTH ABOUT ANNUITIES?
Find Out If One Is Right For You?
HAVE YOU BEEN TOLD
THE TRUTH ABOUT ANNUITIES?
Find Out If One Is Right For You?
THE TRUTH ABOUT ANNUITIES?
Who We Are
Metzler Retirement specializes in safe money solutions that are based on guarantees. We bring our knowledge to the table so that you can walk away with peace of mind, and financial freedom.
Annuity 101
Annuities are often misunderstood and even misrepresented. At Metzler Retirement, we educate people of the truth about annuities, and make seemingly complex products easy to understand.
Balanced Growth & Safety
Finding the right balance of protection and growth potential is an important part of retirement planning. At Up North Retirement, we ask 3 simple questions that help people easily find that balance.
Retire On Your Terms
Market volatility can make people feel as if they have no control over their accounts. With the right products, you can retire on your terms by participating in some the gains, while staying completely protected from market losses.
Are you Overexposed?
Many retirees have never even considered sequence of return risk, and the downside of losses due to market volatility. At Up North Retirement, we take the time educate on these topics so that you can make informed decisions.
Annuity vs. Certificate of Deposit (CD)
We often see clients who have had CDs inquire about annuities because in some ways they're similar, but are you familiar with the ways annuities are actually typically superior?
How Do Fixed Indexed Annuities Grow?
Everybody wants to know how they're going to make money. Working with Up North Retirement, it's not a secret. We educate people on the different ways that their accounts can grow without ever losing money due to market volatility.
SCHEDULE A CALL WITH US TODAY!
We keep ourselves busy serving the community's retirement needs, and if you want to see how we can help you too, Schedule a Call!
THE TRUTH ABOUT ANNUITIES?
Who We Are
Up North Retirement specializes in safe money solutions that are based on guarantees. We bring our knowledge to the table so that you can walk away with peace of mind, and financial freedom.
Annuity 101
Annuities are often misunderstood and even misrepresented. At Up North Retirement, we educate people of the truth about annuities, and make seemingly complex products easy to understand.
Balanced Growth & Safety
Finding the right balance of protection and growth potential is an important part of retirement planning. At Up North Retirement, we ask 3 simple questions that help people easily find that balance.
Retire On Your Terms
Market volatility can make people feel as if they have no control over their accounts. With the right products, you can retire on your terms by participating in some the gains, while staying completely protected from market losses.
Are you Overexposed?
Many retirees have never even considered sequence of return risk, and the downside of losses due to market volatility. At Up North Retirement, we take the time educate on these topics so that you can make informed decisions.
Annuity vs. Certificate of Deposit (CD)
We often see clients who have had CDs inquire about annuities because in some ways they're similar, but are you familiar with the ways annuities are actually typically superior?
How Do Fixed Indexed Annuities Grow?
Everybody wants to know how they're going to make money. Working with Up North Retirement, it's not a secret. We educate people on the different ways that their accounts can grow without ever losing money due to market volatility.
SCHEDULE A CALL WITH US TODAY!
We keep ourselves busy serving the community's retirement needs, and if you want to see how we can help you too, Schedule a Call!
MEET THE EXPERT
Paul Metzler
Paul has spent his entire career in the Financial Service and Income Planning arena. After 2008 he has focused primarily on educating his Clients on the inherent risks that occur when income ceases.
The Strategies involved are critical to understanding how Sequences of Returns can have a dramatic impact on Your Savings. The only truth is that Equities Markets go Up and Down. And we cannot predict when that occurs. This makes the process of planning for Guaranteed Foundational Income so important. Over 90% of Our Clients state that “making sure they have enough money as long as they live “ is really priority #1 .
Paul and his Spouse Cindy have been married “many” years. Their 3 adult children have moved throughout the country and this is a major reason Paul has joined NGB Financial – working in a virtual way.
There is no doubt whatsoever that this format is the best way to facilitate better – and more frequent – touchpoints with clients.
MEET THE EXPERT
Paul Metzler
Paul has spent his entire career in the Financial Service and Income Planning arena. After 2008 he has focused primarily on educating his Clients on the inherent risks that occur when income ceases.
The Strategies involved are critical to understanding how Sequences of Returns can have a dramatic impact on Your Savings. The only truth is that Equities Markets go Up and Down. And we cannot predict when that occurs. This makes the process of planning for Guaranteed Foundational Income so important. Over 90% of Our Clients state that “making sure they have enough money as long as they live “ is really priority #1 .
Paul and his Spouse Cindy have been married “many” years. Their 3 adult children have moved throughout the country and this is a major reason Paul has joined NGB Financial – working in a virtual way.
There is no doubt whatsoever that this format is the best way to facilitate better – and more frequent – touchpoints with clients.
OUR MISSION
AT Metzler Retirement, we empower individuals to secure their financial futures through education and personalized retirement solutions. Guided by our commitment to Purpose, Self-Care, and Financial Freedom, we strive to create a pathway for our clients to control their retirement futures. Our mission is to provide tailored strategies that resonate with our clients' unique needs, ensuring peace of mind throughout the years.
OUR MISSION
AT Metzler Retirement, we empower individuals to secure their financial futures through education and personalized retirement solutions. Guided by our commitment to Purpose, Self-Care, and Financial Freedom, we strive to create a pathway for our clients to control their retirement futures. Our mission is to provide tailored strategies that resonate with our clients' unique needs, ensuring peace of mind throughout the years.
SCHEDULE A FREE STATEGY SESSION TODAY!
We're excited to connect with you about your retirement needs!
⭐⭐⭐⭐⭐ Highly Recommended!
Working with Paul was an eye-opening experience. I’ve always been confused by annuities, but Paul broke everything down in a clear and friendly way. He helped me understand how different types of annuities could strengthen my retirement strategy, and I left our conversation feeling confident for the first time in years. If you want someone who genuinely cares about your future, Paul is your guy!
️️️️️ ⭐⭐⭐⭐⭐ Professional, Patient, and Knowledgeable
Paul is incredibly knowledgeable about annuities and retirement planning. He explained every detail in a way that made sense and never rushed me. He showed me how certain annuity options could add security to my retirement—and he did so with honesty and integrity. I can’t recommend Paul enough!
⭐⭐⭐⭐⭐ Outstanding Experience
I’m so glad I reached out to Paul. He has a real talent for making complex financial concepts feel simple. What impressed me most is how he focused on my goals and helped me understand which annuities might actually benefit my retirement, not just a generic plan. Paul truly cares about helping people live with peace of mind.
⭐⭐⭐⭐⭐ Paul Makes Retirement Planning Easy
If you’re feeling unsure about retirement or overwhelmed by all the financial choices out there, talk to Paul. He took the guesswork out of annuities and gave me the clarity I needed. His guidance helped me feel more prepared and positive about the future. He’s trustworthy, friendly, and extremely knowledgeable. Five stars all around!
⭐⭐⭐⭐⭐ Highly Recommended!
Working with Paul was an eye-opening experience. I’ve always been confused by annuities, but Paul broke everything down in a clear and friendly way. He helped me understand how different types of annuities could strengthen my retirement strategy, and I left our conversation feeling confident for the first time in years. If you want someone who genuinely cares about your future, Paul is your guy!
️️️️️ ⭐⭐⭐⭐⭐ Professional, Patient, and Knowledgeable
Paul is incredibly knowledgeable about annuities and retirement planning. He explained every detail in a way that made sense and never rushed me. He showed me how certain annuity options could add security to my retirement—and he did so with honesty and integrity. I can’t recommend Paul enough!
⭐⭐⭐⭐⭐ Outstanding Experience
I’m so glad I reached out to Paul. He has a real talent for making complex financial concepts feel simple. What impressed me most is how he focused on my goals and helped me understand which annuities might actually benefit my retirement, not just a generic plan. Paul truly cares about helping people live with peace of mind.
⭐⭐⭐⭐⭐ Paul Makes Retirement Planning Easy
If you’re feeling unsure about retirement or overwhelmed by all the financial choices out there, talk to Paul. He took the guesswork out of annuities and gave me the clarity I needed. His guidance helped me feel more prepared and positive about the future. He’s trustworthy, friendly, and extremely knowledgeable. Five stars all around!
SCHEDULE A FREE STATEGY SESSION TODAY!
We're excited to connect with you about your retirement needs!
WE'RE EXCITED TO HEAR FROM YOU!
Fill out the form and someone from our office will reach out to you!
WE'RE EXCITED TO HEAR FROM YOU!
Fill out the form and someone from our office will reach out to you!
Copyright © 2025 Metzler Retirement. All rights reserved
Copyright © 2025 Metzler Retirement. All rights reserved