6700 Jefferson Highway
Building 4, Suite B
Working with individuals, families, and businesses in all stages of retirement and financial planning, we offer a wide array of services, including:
Income planning is a critical element of a solid retirement strategy. A major financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.
Social Security Planning
As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address our clients’ questions.
Investments and Asset Management
Many clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses.
Estate Planning Strategies
Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
As individuals age, the need for insurance may increase. Products like life insurance and long-term care insurance are two ways individuals can protect their their family and assets. Products like annuities may also be a good way to protect your income and ease the process of transferring your wealth to your loved ones. With so many available programs and plans, it can be difficult to determine an appropriate solution. We can help clients determine appropriate options.
In addition to retirement planning, we also help our clients with other long-term planning needs. Contact us today to learn more.