Services
Investment Strategies
In theory, investing should be easy—just buy low and sell high—but most of us have trouble following that simple advice. There are principles that may enable you to put together a customized strategy that reflects your risk tolerance…
Money Management
Understanding tax strategies and managing your tax bill should be part of any reliable financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation…
Tax Planning
Understanding tax strategies and managing your tax bill should be part of any reliable financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing…
Social Security Optimization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work. Although many Americans are familiar with the basics of Social Security…
How I Can Help
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help you reduce these risks through a wide
range of services and solutions, including:
Life Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A reliable insurance strategy can help protect your family from the financial consequences of those events…
Income Strategies
You can now look forward to a retirement that could last 30 years or more. That’s a great thing. But planning for it comes with more challenges than ever before. One of the most common fears…
Insurance Reviews
Insurance reviews are an opportunity to measure your progress for your future goals. It’s a thorough process which involves a close analysis of personal finances and an assessment…
Annuities
A Fixed Index Annuity (FIA) is an insurance contract between you and a life insurance company designed to help you accumulate assets for retirement. They offer low financial risk, conservative returns…
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role…