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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.

Planning is in our blood and it is our passion. Coming from a planning background means that we naturally provide comprehensive advice to all of our clients. Let’s create your optimal investment, tax, and business strategy. We want you to have a plan to manage all of the risks that life can throw at you.

Financial Planning

  • Financial Goal Analysis
  • Retirement Income Planning
  • Legacy Planning
  • Financial Planning for the Next Generation

Investment Management

  • Traditional Stocks & Bonds
  • Non Traditional Investments
  • Income Producing Investments
  • Precious Metals

Risk & liability Management

  • Analysis of business risks
  • Debt Review
  • Personal & Business Credit Planning

Tax Strategy Optimization

  • Estates Taxes, Capital Gains, Business Sale Planning
  • Efficient Retirement Plan Contributions & Withdrawals
  • Tax Managed Portfolios

Asset Allocation

  • Review Portfolio Risk and Ensure it is Appropriate for Goals
  • Use modern Non Traditional Investments to Improve Risk / Return of Portfolio

Income Planning

  • Where will your paycheck come from?
  • How can I better optimize my monthly cash flow and expenses?
  • How can I increase my income?

Longevity Risk

  • Tools to Provide Lifetime Income
  • Solutions for Long Term Care

Once you’re retired the planning does not stop. It is important to take your retirement income in the most efficient way to minimize taxes and maximize opportunities for gains.

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.  |  (480) 993-1141