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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Asset Protection

Asset Protection

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. 

  • Assessing your Risk Tolerance 
  • Adjusting your Portfolio to Reduce Fees
  • Volatility Control 
  • Evaluate Ways to Reduce Risk While Still Accomplishing your Goals 
  • Comprehensive Institutional Money Management
Family Legacy Planning

Family Legacy Planning

When major life events happen, such as birth, death, marriage, or divorce, it is crucial that you have a relevant and updated estate plan that preserves your legacy. This type of planning includes the distribution of your assets, both during your life and upon your death. By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you: 

  • Maximize your Estate and Income Tax Planning Opportunities
  • Protect any Assets in Trust and Ensure they are Distributed Probate-Free to your Beneficiary(s) 
  • Protect your IRA and Qualified Accounts from Becoming Fully Taxable to your Beneficiaries Upon your Death
Extended Care Solutions

Extended Care Solutions

Who will take care of you if you are unable to care for yourself? One of the biggest concerns may not be outliving income but outliving good health. 

  • Create a Plan to Help Protect you Against Rising Health Care Costs 
  • Review of Medicare—Parts A, B and D Options 
  • Analyze Options for a Long-Term Care Plan
Retirement Income

Retirement Income

As you approach retirement, your goals change from trying to double your nest egg, to working to preserve it.  At the same time, you want to live comfortably off the income it provides without reducing your principal. To help you achieve those goals, we work with you every step of the way to deliver personalized strategies with reliability and predictability for the rest of your life.

  • Social Security Maximization 
  • Income & Expense Analysis
  • Tax Plan
  • Spousal Plan
  • Longevity Protection

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (501) 916-2932

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