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Retirement Road Map

Your Retirement Journey

Your Retirement Journey

Our business is built on a foundation of thoughtful client relationships.

Hidden Box

We create strategies that are tailored to your needs and goals.

Hidden Box

Years of experience have prepared us to guide you through your life transitions.

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

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

Hidden Box

We create strategies that are tailored to your needs and goals.

Hidden Box

Years of experience have prepared us to guide you through your life transitions.

Hidden Box

We create strategies that are tailored to your needs and goals.

Hidden Box

Years of experience have prepared us to guide you through your life transitions.

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

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

Hidden Box

We create strategies that are tailored to your needs and goals.

Hidden Box

Years of experience have prepared us to guide you through your life transitions.

Hidden Box

We create strategies that are tailored to your needs and goals.

Hidden Box

Years of experience have prepared us to guide you through your life transitions.

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