How do we care for our clients? We are so glad you asked!
First, we listen. Second, we ask questions about your retirement income goals. Third, we create a strategy that’s unique to your situation. And last but not least, we evaluate and adjust as needed. Throughout this process, we will discuss the services below and see what could be helpful in your specific situation.
An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy.
An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy.
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes in retirement might apply in your situation. Every dollar saved today can work for you in retirement.
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes in retirement might apply in your situation. Every dollar saved today can work for you in retirement.
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter the twists and turns that come with life, clients have a safety net in place. Whether it’s life insurance, long-term care insurance, Medigap plans, disability insurance, or an annuity – insurance can provide resources when most needed.
It can be difficult to know how your benefits and defined benefit pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various with strategies for employee benefit options.
Health insurance is one of the best support systems for retirees. The ability to access medical care when you need it, and the confidence of knowing a significant portion of your medical expenses will be covered, makes growing older more comfortable. However, there may be a few aspects of this resource you need more clarity about in regards to paying for Medicare.
We evaluate thousands of stocks, mutual funds and ETFs to develop an asset allocation that we believe optimizes your ability to achieve your long-term goals. Your custom allocation takes into account your current financial situation, retirement income needs, time horizon, risk tolerance and more.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20814 - 2021/2/22
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20814 - 2021/2/22