Easy-to-understand, customized options based on your unique needs
Your financial plan should be specific to you. With a variety of options available, we can help you choose the right financial and retirement services and products to support your goals. These are some of the ways we can help our clients:
Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Investment Management
Aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Portfolio Management
Retirement Income Planning
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Tax Strategies in Retirement
Taxes will always be a part of life, but we can review your assets and see if strategies to potentially reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.
Social Security Maximization
We are a full-service Medicare Supplement and Medicare Part D advisory firm and specialize in helping clients evaluate the complex decisions associated with the various Medicare options.
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
Legal Support
We partner with several attorneys that can meet clients in our office who are available to execute legal documents as needed, such as wills, trusts, durable power of attorney and health directives.
