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Retirement Planning

People are living longer than ever before, singles, couples have serious questions about retirement and want straightforward answers.....

We help our clients evaluate their retirement options and can give guidance on 401K rollover services as well as help with evaluating, monitoring, and recommending investment strategies for their assets. We also design financial plans to assist them once they're retired. We can help answer a number of questions including but not limited to:

  • Can we retire when we want to?
  • Will we have accumulated the money I’ll need?
  • Will our run out of money too soon?
  • When Should we start Social Security? What about a Will/Trust?

We can help with the following:


  • Evaluate all retirement and non-retirement assets
  • Evaluate 401K rollover services options
  • Diversify portfolio within risk tolerance levels
  • Simplify and consolidate investment strategy
  • Reduce income taxes
  • Evaluate future cash flow needs

Planning Objectives

  • Develop a written plan for the future
  • Analyze all assets, including recommending a strategic action plan and comprehensive portfolio
  • Consolidate investment vehicles and build a plan designed to increase net worth
  • Reduce income taxes to the extent possible
  • Continued monitoring of portfolio and markets making changes when needed
  • Periodically confer regarding future financial strategies

We assist you in establishing relationships through our network of professionals for estate and tax planning and work closely with your Estate Attorney and/or Accountant to ensure we invest your funds properly for tax and estate purposes. We work hard to give you the confidence that you have all the pieces in place to move forward with your goals and live comfortably through your retirement years. We act as a financial coach that will be there to assist you as needed. See Our Process that we go through to assist our clients Feel free to call us today to arrange your complimentary one hour consultation.

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues.

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