Helping you achieve your goals


We’re here to help you feel confident in your retirement future.

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The Retirement Protection Plan™*


*Our proprietary Retirement Protection Plan™ is designed to help our clients achieve simplicity and confidence during their retirement years through five key areas of financial life:

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Financial Review

We'll address your goals and concerns. That includes your:

  • Goals, current and future
  • Concerns and interests
  • Values and relationships
  • Income and assets
  • Legacy plan
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Income Planning

We’ll evaluate your current situation and identify potential sources of income in retirement, including:

  • Social Security
  • Pension
  • Retirement savings
  • And more
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Investment Planning

We’ll create a portfolio tailored to your unique life, using:

  • Your goals
  • Your risk tolerance
  • Your current financial picture as a guide
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Health Care Planning

We’ll work together to:

  • Identify your potential future needs for health care
  • Make sure you receive the care you need in your later years
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Tax and Legacy planning

We’ll utilize tax diversification strategies to:

  • Potentially reduce your tax liability
  • Pass wealth on to the next generation in a tax-efficient way.

We’ll collaborate with estate planning attorneys and licensed professionals to make sure your wealth is distributed according to your wishes when the time comes.

proces-logo

The Retirement Protection Plan™*


Our proprietary Retirement Protection Plan™ is designed to help our clients achieve simplicity and confidence during their retirement years through five key areas of financial life:

icon-gradient

Financial Review

We'll address your goals and concerns. That includes your:

  • Goals, current and future
  • Concerns and interests
  • Values and relationships
  • Income and assets
  • Legacy plan
icon-gradient

Income Planning

We’ll evaluate your current situation and identify potential sources of income in retirement, including:

  • Social Security
  • Pension
  • Retirement savings
  • And more
icon-gradient

Investment Planning

We’ll create a portfolio tailored to your unique life, using:

  • Your goals
  • Your risk tolerance
  • Your current financial picture as a guide
icon-gradient

Health Care Planning

We’ll work together to:

  • Identify your potential future needs for health care
  • Make sure you receive the care you need in your later years
icon-gradient

Tax and Legacy planning

We’ll utilize tax diversification strategies to:

  • Potentially reduce your tax liability
  • Pass wealth on to the next generation in a tax-efficient way.

We’ll collaborate with estate planning attorneys and licensed professionals to make sure your wealth is distributed according to your wishes when the time comes.

*The Retirement Protection Plan is our proprietary process name and it does not promise or guarantee investment results or preservation of principal.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

 

Retirement Income Strategies

Wealth Management

Annuities

Investments

IRA/401(k) Rollover

Preserve

Protect the assets that can help you live the retirement you've always imagined.

How?

 

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

 

IRA Legacy Planning

Charitable Giving Strategies

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 
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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an educational workshop.

Or give us a call at 440.345.6900.