Services

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

MANAGE MONEY

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

LEARN MORE

ESTATE PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

LEARN MORE

FINANCIAL SERVICES

There are three places we can put our hard-earned money. The bank. It’s safe, guaranteed by the FDIC, but today not earning enough to keep up with inflation.

LEARN MORE

MEDICARE

When you turn 65, you are eligible for Medicare. Medicare has lots of gaps that can cost you a lot of money. It’s important to have a Medicare Supplement.

LEARN MORE

RETIREMENT INCOME

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

LEARN MORE

SOCIAL SECURITY STRATAGIES

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

LEARN MORE

LIFETIME INCOME

Pensions are becoming a thing of the past. If you have one, you are extremely lucky. When I analyze a retirement plan, sometimes it’s helpful to create a pension check using some assets.

LEARN MORE

LONG-TERM CARE

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

LEARN MORE

INSURANCE PRODUCTS

Annuity & Financial Services Expert, Expert in creating Guaranteed Lifetime Income, and Long Term Care Expert.

LEARN MORE