Our mission is to help retirees or those approaching retirement reach their financial goals so they can be confident in retirement.
This means creating a plan that generates a retirement income that will last as long as you do. It means ensuring a surviving spouse will be taken care of without any undue financial stress. It means protecting your estate and preserving assets so you can pass on your legacy to your grandkids or to a cause you are passionate about. It means protecting wealth from taxes and inflation, taking out Social Security at the optimal time and reducing costs and risk in your portfolio.
We achieve this mission by bringing all the planning, financial experience and tools you need under one roof. These include investment advisory services, legacy and estate planning, tax planning and preparation, Social Security, pension planning, income distribution and insurance requirements.
Our goal is to create financial stability in retirement and comfort for you and the ones you love.
Everyone’s situation is unique, and we do not have a “one size fits all” approach to our retirement planning. We believe that helping our clients understand their current financial situation is vital to successful and prudent decision-making concerning their financial futures.
Our approach is to meet with you and get to know your financial needs and goals. We assess your current resources and ask about areas of concern. We coordinate all the expertise you’ll need to best address those retirement planning concerns and steer you toward your goals. Once we understand your goals, we can construct an all-inclusive financial strategy to help you reach them. We want you to understand your choices and be completely comfortable with them. That is key. We take time to explain financial products and solutions and why we believe they are the best option to help achieve your goals.
As we work closely with you to close the gaps between your current status and your future goals, we strive to form a long-lasting relationship with you based on mutual trust and respect. Our satisfaction comes from helping you apply strategies that will bring you financial success.
If you would like to learn more about how we can help you, call us at (800) 782-2136 to schedule a no-obligation meeting with one of our advisors.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.