INCOME PLANNING
It’s important that you’re prudently advised when making retirement income planning decisions. We offer a comprehensive review of your current retirement plan options and guide you in optimizing your retirement income. Our goal is to enable you to live your retirement lifestyle without worry.
WEALTH PRESERVATION
Ensure your needs are met at every step of your retirement. Preserving wealth in the current market environment requires a multifaceted approach to monitoring financial market risk, interest rate risk and making sure your income includes protection from inflation and any funds you need to cover all your expenses.
WEALTH TRANSFER
Developing tax-efficient strategies for your wealth preserves your assets for future generations. Our tax-planning experience is a huge resource, whether you want to provide for your family after you’ve passed on, gift to charity, or provide liquidity to fund state or federal taxes. It makes sense to do whatever you can now for you and your family’s future financial security.
LONG-TERM CARE PLANNING
Whether you need to plan for increasing health care costs or find a solution to protect your family from the potentially devastating expense of a long-term illness, our team is here to help. We have designed strategies to protect your savings and preserve your estate.
ESTATE & LEGACY PLANNING
Plan now to protect your estate for future generations through tax-efficient strategies that preserve the hard-earned money you’ve accumulated–even after you're gone. Consult with us to create a legacy plan that works toward meeting your financial goals, manages your wealth and allows you to pass on that wealth in accord with your wishes and values.
IRA SOLUTIONS
Your IRA required minimum distributions (RMDs) could bump you into a higher tax bracket or even affect how much of your Social Security benefits are exposed to tax. We offer several ways to use your RMDs to fund life insurance to pass on income to your heirs, or to fund annuities to provide you with another income stream later in your retirement.
