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Retirement Planning

Its difficult enough.  “So why go it alone?” With so many financial options available to future retirees, you need a skilled professional advisor to assist you in navigating the right retirement financial strategies.  Your strategies must include a Retirement Income Plan that complements the other needs of retirement which include: Long Term Care, Medicare and Social Security Maximization.

Our Approach: "Educate then Advise"

Most Americans are unaware of the many financial pitfalls that await them in retirement. Typically you only have one attempt to have a successful retirement and rarely are there any do-overs.  Its important to us to get it right. Our clients find "Peace of Mind' with the knowledge we share and the implementation of the best plan for them. Our involvement continues even beyond plan implementation.  We speak with clients annually and more frequently to properly adjust their retirement plan based on any new life changes.



And remember:

“Time is either your friend or your enemy when planning for your retirement. Make it your friend."    Please contact us.


Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

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Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.