PORTFOLIO REVIEW: A simple second opinion can help you quantify the strengths and weaknesses of your estate and financial plan.
NO MARKET RISK RETIREMENT and INCOME PLANNING: Earn a competitive rate of return when the market goes up, and guarantee your principle and previous interest earned when the market goes down. Benefit from lifetime income producing strategies that allow you the peace of mind knowing you can NEVER outlive your retirement savings.
LONG TERM CARE PLANNING: LTC continues to be one of the biggest risks retirees face during their golden years. There are many strategies for solid LTC planning that don’t always involve LTC insurance. Let us help find the right strategy for you.
STRATEGIC MARKET PLANNING: When investing in variable-based accounts during your retirement years, the margin for error is greatly minimized. We use state of the art tools and strategies to keep your money growing while limiting the risk.
ESTATE PLANNING: There are many types of legal documents required for proper estate planning. By utilizing our network of attorneys we can deter-mine which documents are best suited to meet the unique needs of your estate. You’ve worked your whole life to build your estate, now we can show you how to protect it
WEALTH TRANSFER: Taxes can significantly reduce the size of your estate and minimize the value of assets transferred from one generation to the next. We can show you how to protect your estate from excessive taxation to preserve your financial legacy.
LAZY DOLLAR MAXIMIZATION: In today’s economic environment, many accounts are paying little or no interest. We can show you accounts that pay a reasonable rate of return without sacrificing safety.
GOVERNMENT BENEFITS: There are many benefit programs available to seniors who qualify. Our Network of Professionals have the resources to position your estate in the best possible situation to become eligible to obtain these valuable benefits