Your Retirement Goals, Our Expertise

Before we offer clients any services, we conduct a thorough needs assessment to fully understand your goals and make sure we are a good fit for you. We are a fiduciary firm, meaning we are committed to always doing what’s in the best interest of each client. We are also an independent firm that is free to source the right financial products and carriers for your unique situation. We specialize in the following services:

Our Services Support Your Financial Goals

Investment Planning

Our full-service investment planning includes assessing your needs, wants, goals, risk tolerance and time horizons. We can manage and coordinate your accounts, look for ways to minimize taxes and fees, handle transactions and help you pivot when the market changes. We work with index funds, mutual funds and separately managed accounts to make sure your entire portfolio is actively managed.

Retirement Income Planning

We can assess your retirement income situation, considering all income streams including defined benefit pensions, retirement and investment accounts, Social Security, and more to show you a picture of how your income can work together to support you in retirement. Annuities are another option that can offer an additional stable, guaranteed* income stream in retirement.

Health Care Planning

Health care costs can have an impact on anyone’s budget but can hit retirees especially hard when on a fixed income. Knowing your health care options and making the best selections for your situation are important to your bottom line. We can help you sort out your Medicare options including providers, supplements and drug plans. We can also source long-term care insurance so that you have additional support in place in case of illness or disability.

Legacy Planning

Leaving financial resources to a spouse, family members or a favorite charity through the gift of life insurance can support those left behind during a difficult transition. We can help source the right policy for your situation. We can also work with your attorney to make sure wills, trusts and other legal documents are in place so that your final wishes are known.

*Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.