We counsel you toward making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to potentially retire comfortably. We manage assets before and during retirement.
We look for ways to help reduce your current and future tax burden, referring you to qualified tax specialists.
We review your wills and trusts to preserve your estate for your intended heirs. Items we focus on are: Helping with beneficiary designations. Seeking to reduce exposure to estate taxes and probate costs and coordinating with your tax and legal advisors.
We review existing investment and insurance contracts and recommend changes whenappropriate.
We recommend investment and accumulation strategies in an effort to help you pay for your children's education. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and potentially exceed your goals.
A secure retirement includes protecting your assets from being depleted and avoiding the loss of independence in the event of a long-term care need. Long-term care insurance may help keep your assets from being depleted from the cost of a devastating illness or disabling injury.
firstname.lastname@example.org | (336) 852-8455 x102