OUR MISSION
Our mission is to ensure that you are on the path to an enjoyable retirement. We are motivated by helping you feel confident in your retirement plan and the journey that lies ahead. With a unique focus on income optimization, risk aversion, and legacy planning, we are well prepared to partner with you during this exciting stage in your life.
““By failing to prepare, you are preparing to fail.” ”
Financial PLanning
Wealth is created and sustained through planning.
We make financial planning simple for you. We sit down with each family to find out what matters most and then create a customized plan together, to ensure that we can help you achieve your goals. These goals can include saving for college education, retirement planning, and legacy planning.
Tax Efficient Savings
Tax Efficient Withdrawals
Life Insurance Audit
Investment Fee Analysis
Income Planning
Social Security Optimization
Maximize Pension Income
Risk Evaluation
Estate
PLanning
Plan ahead - anticipate the inevitable.
When people hear estate planning, many believe that this type of planning is for the ultra-affluent, which couldn’t be further from the truth. We work with estate planning attorneys to create a comprehensive plan to protect your assets from taxes & probate and to help simplify your family’s inheritance process.
Tax Efficient Inheritance Options
Probate Avoidance
Strategic Partners
Estate Planning and Elder Law Attorneys
Gift Tax
Inheritance Tax
Asset
Protection
Protect your home and your nest egg for future generations.
Asset protection is a focus for our clients who are near or in retirement. Our goal is to protect assets, such as your home or vacation property, from the possibility of a nursing home stay. In conjunction with an estate planning attorney, we’ll work with you to safeguard your assets and make sure your family keeps what you have earned.
Long-Term Care Planning
Long-Term Care Insurance Audit
Creative Planning
Education on Trusts and LLC’s
investment planning
Plan for the future with strategies that work.
Investing in your present and future is now more crucial than ever. Our goal is to help you develop an effective and practical investment plan that lines up with your current financial situation so that you can hit your goals on every level while staying on track with your progression. We will work with you on these strategies and help you implement them effectively.
Risk tolerance assessments
Discuss portfolio fees and how we may be able to reduce them
Volatility control
Receive our comprehensive money management approach
Health care planning
All facets of strategic long-term options that deliver.
We want to help you find the best health care plan that fits your current situation through covering all basis and angles while addressing the state of the current health care market. We work with you to find the long-term care you need to thrive.
Medicare, Parts A, B and D
Long-term care options
Address rising health care costs