We make certain that you have the right income sequence: that you have maximized Social Security, and that your Income Floor is as solid as you would like it to be.
We keep you up to date on your will, trust and powers of attorney so your money goes where you want it to.
We can show you how to be prepared for rising healthcare costs and medical challenges.
We aim at tax-efficiency for all planning; strategies for IRA or 401k, explore tax-free income options, and we’ll make sure you’re not being over-taxed on your Social Security.
We bring world class money managers to the table. All fees are low cost and transparent, and we create hedging strategies to win in up and down markets, matching your portfolio to your risk style.
Old policies need to be reviewed, and we make sure you have adequate insurance – using leveraged insurance when we can.
We are there to call when things happen on your journey. You have an entire team standing beside you.