PROFESSIONAL SERVICES

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to five major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses
  • Taxation Risk

We can help reduce these risks through a wide range of services, including:

retirement couple

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Federal Retirement Analysis

Your benefits and rules are unique. Make sure you choose wisely.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Estate Planning (Through Strategic Partner)

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Medicare

Medicare options can be complex and making the wrong choices can be costly.

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Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

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