What Makes Us Different?
We specialize in helping pre-retirees and retirees generate consistent monthly income,save money on taxes, and plan for or avoid the pitfalls that are common in retirement.
Who meet these three criteria:
- Concerned about outliving their money in retirement
- Risk comfort level is “Middle of the Road” – they want their money to grow but also some downside protection.
- Have between 300k - $2 Million in investment accounts
Below are some of the concerns and goals we can help you with:
Help give you clarity and answers to the BIG questions most people have about retirement:
Have you saved enough to retire? How much income will you need/want?, Where will your income come from?, and When can you retire?
What you can do to make your money last throughout retirement?
Will your spouse be okay financially if you pass away?
Are you financially prepared for future health care costs?
Should you pay off your home mortgage before you retire?
How to maximize your Social Security and work pension benefits.
Do you have an Estate Plan?
Should you be investing differently in retirement vs. while still working?
What can you do about future inflation?
Do you have the money to take the dream vacation you have always wanted?
Are you going to be okay financially in retirement?
What is the best way to leave an inheritance to your children/grandchildren?