Retirees & Pre Retirees

• Investment Management:
  Possibly the most important piece of your financial puzzle. We use well-diversified portfolios as the main tool to pursue your goals. The personal approach we take delivers a systematic solution that takes your timeline, risk tolerance, goals, philosophies, and future needs into account.

• Insurance Review:
  We learn who depends on you and where you may need protection from unexpected life changes. We want to make you feel comfortable that your family — and your money — are protected.

• Estate Review:
  You’ve worked hard to create your wealth. We want to help your loved ones be able to enjoy the inheritance you’ve gifted so that you can be part of a lasting legacy.

• Taxation Strategies:
  Everyone wants to reduce taxes and keep more of what they’ve earned. We’ll share important investment tax strategies and tips.

• Social Security Analysis:
  A major retirement decision is what to do about Social Security. Whether you are married, divorced, single or widowed there is an ideal answer to how and when to take your Social Security income. We will analyze your situation, crunch the numbers and develop a  Social Security strategy to help you claim your social security in the most effective manner.

• Retirement Analysis:
  A quantifiable discussion of your retirement goals, projected inflation, quality of life and desired retirement time frame.

Next Gen Investors

• Investment Management:
  Possibly the most important piece of your financial puzzle. We use well-diversified portfolios as the main tool to pursue your goals. The personal approach we take delivers a systematic solution that takes your timeline, risk tolerance, goals, philosophies, and future needs into account.

• Insurance Review:
  We learn who depends on you and where you may need protection from unexpected life changes. We want to make you feel comfortable that your family—and your money—are protected.

• Managing College Debt:
  Effective ways to budget and pay down loans.

• Digital Communication:
  We offer paperless and online statements, as well as virtual meeting options. We also have a smartphone app to log into and manage your account.

• Retirement Analysis:
  A quantifiable discussion of your retirement goals, projected inflation, quality of life and desired retirement time frame.

• Education Planning:
  We offer 529 plans and other tools to help save and invest for future education expenses.