1. INCOME PLANNING
Our goal is to help ensure your expenses will be paid month-to-month with certainty for the rest of your life.
- Maximizing social security
- Analyzing income & expenses
- Creating an inflation plan
- Developing a spousal plan
- Establishing a longevity protect plan
2. INVESTMENT PLANNING
We’ll create an investment plan to accomplish your retirement goals.
- Assessing your risk tolerance
- Adjusting portfolios to reduce fees
- Controlling volatility
- Evaluating ways to reduce risk
- Maximizing comprehensive institutional money management
3. TAX PLANNING
A comprehensive retirement plan addresses taxes.
- Assessing the taxable nature of current holdings
- Strategizing to include tax-deferred/tax-free assets
- Analyzing to reduce tax burden
4. HEALTH CARE PLANNING
We’ll create a plan designed to help protect you against rising healthcare costs.
- Analyzing options for a long-term care plan
- Assessing health insurance
- Exploring annuity long term care income
5. LEGACY PLANNING
It’s important to make sure remaining assets go to your beneficiaries instead of taxes.
- Maximizing estate and income tax planning opportunities
- Establishing a will/trust to ensure any assets are properly distributed
- Protecting IRA and qualified accounts from becoming fully taxed upon death
- Analyzing life insurance