Broker Check

Our Specialty

Our Specialty is Retirement

Whether you are approaching retirement, or are already retired, we specialize in helping you get the most out of your retirement income, investments, tax structure, and estate planning.

We Specialize in:

  • Premier strategies to better save and grow retirement funds
  • 401(k) rollover guidance and advice
  • Investment structures designed for a stable retirement income
  • Social Security and Medicare planning
  • A customized financial plan that maps out a step-by-step route from here to retirement

Are You Approaching Retirement?

For those approaching retirement, we strive to make the eventual transition an enjoyable and fulfilling experience.  We offer timely investment advice.  We provide guidance through the often bewildering array of rules, deadlines, and penalties that surrounds the retirement process.

Are You Already Retired?

For those already retired, we help evaluate the effectiveness of their current plan, structure, and investments.  Our guidance includes strategies for tax reduction, investment strategies, insurance, wills, and trusts.

Our Focus is Your Retirement

We focus on improving our clients’ financial outlook for retirement, whether they are already retired or preparing for it.  We help them create a plan for a comfortable and fulfilling retirement, with an emphasis on:

  • Higher potential investment returns
  • Lower investment risks
  • Stable core retirement income
  • Realistic projections
  • Step-by-step plans to help achieve goals