Caring for Our Clients with Personalized Services
Customized Options Based on Your Unique Needs
How do we care for our clients? We are so glad you asked!
First, we listen. Second, we ask questions about your retirement income goals. Third, we create a strategy that’s unique to your situation. And last but not least, we evaluate and adjust as needed. Throughout this process, we will discuss the services below and see what could be helpful in your specific situation.
Retirement Income Planning
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.
Tax Strategies for Retirement
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter the twists and turns that come with life, clients have a safety net in place. Whether it’s life insurance, long-term care insurance, Medigap plans, disability insurance, or an annuity – insurance can provide resources when most needed.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Workplace Benefits and Defined Benefit Pension Maximization
It can be difficult to know how your benefits and defined benefit pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various with strategies for employee benefit options.
Investment Management
We evaluate thousands of stocks, mutual funds and ETFs to develop an asset allocation that we believe optimizes your ability to achieve your long-term goals. Your custom allocation takes into account your current financial situation, retirement income needs, time horizon, risk tolerance and more.
