Wherever you are in life, we offer solutions
Retirement Income Planning Solutions
A great day for us is when we can tell our clients that they are on track for the retirement they envision. We specialize in helping people who have retirement accounts invested in IRA’s, 401(k) and 403(b) plans, formulize a written retirement plan. Similar to a doctor’s check-up, your retirement plan can give you peace of mind, knowing where you stand now, and what changes may need to be made to help you reach your big day.
Your plan will project your future health care and housing costs. We will also assist you in understanding the various social security income options. We will work to obtain your personal "benchmark", the rate of return needed for your personal plan to meet your future retirement income needs.
No matter what age you are now, and regardless of how much you have already saved for your future, completing a written plan is key to enjoying the productive, fulfilling retirement you envision. Creating and maintaining a retirement plan is easier than it may seem. The most important thing to do is to get started.
We do not need to manage your retirement assets for us to help you with a retirement plan.
Investment Planning Solutions
You have worked hard in your career and have had the discipline to save for retirement. Now that you have completed a retirement plan and we know your personal “benchmark” needed to meet your future retirement needs, next we will work together to customize an investment strategy that will be used to accomplish this goal.
Knowing that there are over 30,000 mutual funds and ETFs to choose from, we screen all of our investment recommendations using a fiduciary due diligence program. As an Accredited Investment Fiduciary® professional, you can have confidence knowing that all of our investment recommendations will be made with your best interest in mind.
Legacy Planning Solutions
It is never too late to evaluate your legacy planning needs, work with your legal/tax advisor to minimize your tax exposure, build an efficient transfer of assets, and protect your wealth for your loved ones.
A good estate plan includes a strategy to manage your financial affairs and health care decisions in the event that you cannot. It can prove invaluable in easing the burden for your family during the time of emotional distress. We have the tools and resources to help you put this important plan in place.