SERVICES

What Keeps You Up At Night?  
Are you worried about running out of money, rising health care costs, or shrinking retirement accounts due to volatile markets or bad advice? Whatever your concerns, we are here to help you maintain the standard of living to which you have become accustomed. This could include a specific plan to outgrow the impact of inflation and/or taking advantage of the methods available today to legally avoid and defer taxes. We can help you avoid unnecessary risks taken by either investing too aggressively or too conservatively, and educate you on the difference between principal risk and purchasing power risk.

Our Goal.......PRESERVING YOUR NEST EGG!
Consider these questions for a moment before investing or rolling over your hard earned retirement money: How much of your retirement nest egg can you afford to lose?  How much of the current bull market do you want to participate in? How important are guarantees? Do you want certainty in your investments? Are you more concerned about growing your assets or preserving what you already have? We can help you with these important concerns and even show you how to structure retirement income for life, regardless of the market's performance.

Whether you are still accumulating money (pre-retirement), rolling over a 401k or IRA, or have already retired and need income, we can help guide you in all phases of you retirement planning. Our specialty is working with pre-retirees and retirees to design a retirement plan that suits your needs. We can also help you organize your estate and plan for long-term care. You may also want to leave a legacy for your children, grandchildren or favorite charity, and we can show you how to accomplish this. Give us a call for a free review. You'll be glad that you did.