Services

Retirement Planning

Retirement Planning is much more than just how much you have saved and or where to invest. It is about peace of mind and knowing that you have everything in place to have a secure retirement. We believe there are 5 core areas that require planning and attention to help you succeed. You need to have an income plan, an investment plan, a tax plan, a healthcare plan, insurance plan, and an estate plan. Our team is focused on finding the gaps in your planning and assisting you in having a complete retirement plan.

Income Planning

Today it is not unusual for someone to retire and live to age 90 or longer. Planning for your nest egg to provide income that will last 30 years or more is crucial for today’s retiree. What is ironic is that many retirees are trying to generate income from volatile investments that are unpredictable. Our strategies are designed to provide predictable income that will last your lifetime and beyond.

Wealth Management

If you are tired of watching your portfolio follow the roller coaster of returns brought on by traditional Wall Street wisdom, and if wealth management in your portfolio consists of the words “hang in there,” then our wealth management team will be a breath of fresh air. Our team follows strict fiduciary standards to provide a balanced approach to preserving and growing your assets. Be sure to ask us about “WealthGuard” and how it can be a safety net to help protect your assets from the next market correction.

Tax Planning

Most of us have a Tax Preparer to help us with our tax returns each year but very few have a Tax Planner to watch out for taxes we could possibly avoid today or in the future. We have a team that can do both. Our goal is to help you create strategies that reduce the burden of taxation for you and your family.

Healthcare and Long Term Care Planning

Whether your need is finding affordable health insurance or finding a solution to protect your family from the potentially devastating costs of a long term illness, our team is here to help. We have designed strategies to protect your savings and preserve your estate.

Estate Planning

Our planning is designed with your needs in mind first and then whatever is left will be distributed according to your wishes. Without a properly structured Estate Plan your wishes may not be fulfilled and your loved ones could face needless costs, taxes and delays. Our Estate Planning Team has the expertise to help you with your planning needs.

IRA Legacy Planning

Our IRA Legacy Planning is designed to successfully transfer one of life’s biggest assets to those we love as efficiently as possible. This planning can be simple to implement, however, mistakes can be devastating. IRA’s can be a tax time bomb for your family if not handled properly. We can show you how to distribute your IRA and leave more to your family.

*Neither the company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.