Benefits, Financial Strategies and Protection to Last a Lifetime
In order to achieve any financial goal, you have to understand that it’s a process to get you from where you are currently to where you want to be in the future. There are many decisions you will make now with regards to your benefits, individual planning and investments that will affect your future. Making informed decisions based on facts and not myths is critical to getting you to your goals while reducing the risk life can throw at us while maximizing financial growth. What sets us apart is not only do we seek to manage your risk and potentially maximize growth now, but we specialize in helping you transition into retirement and manage risk during your retirement years.
Retirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Annuities
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Tax Planning
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Life Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Employee Benefits
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Money Management
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Long-Term Care
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Lifestyle Planning
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
