Leaving a Legacy

Financial Services

What we do

ASSISTING YOU ALONG YOUR FINANCIAL JOURNEY

We want to help you build your best retirement by creating a custom income plan that encompasses your goals and needs. Your plan is a result of our analysis of your financial stability. We must review your financial picture to develop the most effective retirement game plan possible.

RETIREMENT INCOME STRATEGIES

With thousands of baby boomers retiring every day, some of the top questions on their minds are “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” We provide solutions and answers to these common questions. Our retirees feel more confident knowing they have an income stream they can’t outlive.

TAX-EFFICIENT STRATEGIES

You’ve worked hard for your retirement income; the last thing you want is for Uncle Sam to take more than you owe him! We’ll work alongside you to find the strategies and products to create a more tax-efficient strategy in retirement.

WEALTH ACCUMULATION ASSISTANCE

Part of preparing for your retirement years is accumulating wealth and doing it in a way that makes sense for your goals and risk tolerance. We’ll discuss your goals and tolerance to find the products and strategies that can help accumulate wealth for your retirement in a way that you’re comfortable with.

LEGACY PLANNING

It is an important part of every retirement plan to have a strategy to help protect your legacy. We work with skilled attorneys with expertise in living wills, trusts, powers of attorney, and other estate planning documents to make sure your legacy is transferred to whom you want when you want them to receive it.

LIFE INSURANCE

Does life insurance even make sense in this stage of life? We believe there isn’t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this tax-free death benefit to surviving spouses and loved ones.

LONG-TERM CARE

Long-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e., walking, using the bathroom unaided, bathing, etc.). The last thing you should have to worry about in a long-term health crisis is the financial cost. We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that offer both long-term care riders and wealth preservation.

ANNUITIES AND ASSET PROTECTION

Many retirees are considering fixed index annuities (FIAs) as an option for their retirement because FIAs offer growth potential linked to the performance of a market index with no market downside. These unique products offer the potential for a steady lifetime income without the market volatility experienced in 401(k)s and other employee-sponsored retirement plans. We offer a complimentary annuity review for all those in our community who want to understand their existing annuities or potential annuities.

In addition, we work in conjunction with experienced professionals in the following areas:
• Trusts
• Probate
• Tax Planning
• IRA Legacy Planning
• Charitable Giving

RETIREMENT INCOME STRATEGIES

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With A Partner Who Truly Cares

We strive to provide you with a quality experience by holding ourselves to a higher standard by putting our clients’ needs above our own. We do our best to provide financial information based on accurate and complete information.

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