SERVICES

How I Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help you reduce these risks through a wide
range of services and solutions, including:

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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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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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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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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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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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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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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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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Our Process

Phase I: Discovery
The discovery stage occurs during our initial meeting when we get to know one another. This entails focusing on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment strategy custom-tailored to your unique needs. We then develop a comprehensive plan outlining the strategy we recommend for long-term success.

Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting
We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intentions, and will do the same for you. Should we discover your circumstances have changed, or that shifting global markets require a different investing approach, we will be quick to make adjustments.

Our Process