Act now to shape your financial destiny: Services designed to support your retirement goals.

Most people are busy tending to their families, careers, homes and communities. It’s easy to put off addressing our financial issues. However, paying attention your financial, retirement and insurance affairs can have a lasting and positive impact.

Smart retirement income strategies designed with you in mind

retirement income strategies

Are you worried about your ability to retire someday due to lack of funds? Are you confused about how to draw down your assets? Are you wondering if your savings will last? Get the answers with our Retirement Income Strategy process which includes: 

• Reviewing retirement income sources, like pensions, 401(k), IRA and other retirement savings accounts. 
• Reviewing income sources like investments and business/rental income.
• Assessing Social Security filing options, timing and deadlines. 
• Assessing Medicare options and supplemental plans.
• Assessing insurance and annuities to reduce risk. 

Book a no-cost retirement income strategy meeting →

Keep more of what you earn with time-tested tax strategies

tax minimization strategies

Do you dread doing taxes each year and worry about a surprise tax bill? With tax laws constantly changing, you might need professional help. Together, we can take a close look at your tax situation to see if your tax bill can be reduced with financial and insurance strategies. We work with CPAs to:

• Assess if you are under or overpaying in taxes.
• Consider rollover options.
• Recommend strategies like insurance to help reduce taxes for your heirs. 

Book a no-cost tax minimization strategy meeting →

insurance strategies

Protect what matters most with a tailored insurance approach

Unexpected life events can take a toll on your finances and erode your nest egg. Insurance is one way to hedge against risks such as inflation, the stock market, health care costs, taxes, longevity and death. We can look at ways to reduce your risk by: 

• Finding suitable life insurance to fit your goals and budget.
• Exploring annuities that can offer stable retirement income.
• Sourcing long-term health care and disability insurance. 
• Exploring Medicare plans and options. 

Book a no-cost insurance strategy meeting →

Craft your legacy: Plan for generations to come

legacy planning strategies

Thinking about what happens after passing can be emotionally uncomfortable. However, it’s prudent to make sure your financial affairs are in order so that wishes are known and thoughtful gifts are left for loved ones. We can help with:

• Ensuring beneficiaries are properly documented on all accounts.
• Finding suitable life insurance to make sure loved ones are remembered.
• Assessing tax consequences for heirs receiving your estate with the help of a CPA.
• Identifying legal and legacy planning needs with your attorney.

Book a no-cost legacy planning meeting →

Helping you grow, manage and preserve your wealth with precision

WEALTH MANAGEMENT STRATEGIES 

Are you uncertain about how to manage and grow your wealth effectively? Do you wonder how to balance risk with potential returns? Wealth management is a powerful tool to help unlock your financial potential. Our custom approach includes:

• Crafting a personalized investment strategy tailored to your goals and risk tolerance.
• Diversifying your portfolio to mitigate risk and maximize potential returns.
• Regularly reviewing your financial plans to adapt to market changes and life events.
• Incorporating legacy and tax efficiency considerations to help enhance your wealth strategy.
  

Book a no-cost legacy planning meeting →

Questions?

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