Retirement planning is much more than just how much you have saved and/or where to invest. It is about adding peace of mind and knowing that you have everything in place to have a secure retirement. We believe there are five core areas that require planning and attention to help you succeed. You need to have an income plan, an investment plan, a tax plan, a health care plan, an insurance plan, and an estate plan. Our team is focused on finding the gaps in your planning and assisting you in having a complete retirement plan.

If you are tired of watching your portfolio follow the roller coaster of returns brought on by traditional Wall Street wisdom, and if wealth management in your portfolio consists of the words “hang in there,” then our wealth management team will be a breath of fresh air. Our team follows strict fiduciary standards to provide a balanced approach to preserving and growing your assets.

Today, it is not unusual for someone to retire and live to age 90 or longer. Planning for your nest egg to provide income that will last 30 years or more is crucial for today’s retiree. What is ironic is that many retirees are trying to generate income from volatile investments that are unpredictable. Our strategies are designed to provide predictable income that will last your lifetime.

Our planning is designed with your needs in mind first, and then whatever is left will be distributed according to your wishes. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could face needless costs, taxes, and delays. We can connect you to the top Estate Planning Attorneys in town that have the knowledge and experience to help you with your planning needs.

Most of us have a Tax Preparer to help us with our tax returns each year but very few have a Tax Planner to watch out for taxes we could possibly avoid today or in the future. We have a team that can do both. Our goal is to help you create strategies that reduce the burden of taxation for you and your family.

Our IRA Legacy Planning is designed to successfully transfer one of life’s biggest assets to those we love as efficiently as possible. This planning can be simple to implement, however, mistakes can be devastating. IRA’s can be a tax time bomb for your family if not handled properly. We can show you how to distribute your IRA and leave more to your family.