SERVICES

How We Can Help

We help our clients address all of the eight major risks associated with putting a comprehensive retirement plan in place:

  • Financial Risk
  • Tax Risk
  • Catastrophic Illness / Long-Term Care
  • Job Loss / Interruption
  • Legal / Protection
  • Living Too Long
  • Not Living Long Enough
  • Inflation

We then incorporate sound financial wisdom from very successful people:

Rule #1:  Don’t Lose Money; Rule #2:  See Rule #1” – Warren Buffett

 

Compound Interest is the eighth wonder of the world.  He who understands it, earns it.”  – Albert Einstein

With all this in mind, we then provide our clients with a truly comprehensive approach to planning for a Safer & More Secure Retirement with our services and expertise.

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

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Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

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Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

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Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

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Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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