Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.
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Retirement Income Planning
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won't outlive - one that maximizes the value of your assets and preserves a legacy.
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Investment Management
Aligning your portfolio allocations with your risk tolerances to help ensure that you're comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
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Financial & Wealth Planning
Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
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Tax Strategies
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
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Insurance
People often talk about insurance as "protection," but it's really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it's life, long-term care, disability, or an annuity — insurance can provide resources when most needed.
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Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors including marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
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Workplace Benefits
It can be difficult to know how your benefits and pension will align with your other assets and Social Security in retirement. It's important to review what's in place and see if all income streams will work together to support your goals. We also help business owners with various strategies for employee benefit options.
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TAILOR-MADE
Workplace Benefits
Social Security
Maximization
Insurance
Tax Strategies
Financial & Wealth
Planning
Retirement Income
Planning
Legacy Plannning
Investment Management
