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:
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.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
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.
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
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.
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.