GET THE

BEST LIFE POSSIBLE

FROM THE RESOURCES YOU HAVE

We will work with you leading up to and throughout

your retirement, by seeking to:

Evaluating your ability to retire while maintaining your current standard of living and protecting against future expenses (i.e., taxes, health care costs, inflation)

Determining appropriate

pension payout options

Designing an income strategy for existing retirement plans (401(k), 457, 403(b), IRAs, etc.

Determining the right asset mix to generate a sustainable income stream

that will meet your needs now

and in the future

Maximizing your social security benefits

Services include:

Retirement Income Planning


Social Security Optimization


Estate and Legacy Planning


Tax Planning


Insurance Coordination

Gifting Strategies


Long-Term Care Protection

Income strategies include:

Fixed Income (Bonds)


Dividend-Paying Stocks


Income-Producing Real Estate


Floating Rate Debt


Guaranteed* Income

(Fixed, Variable, and Indexed Annuities)


Cash-Value Life Insurance


As fiduciaries, we are always researching new, innovative strategies  for meeting the income challenges        of our clients.

*All contract guarantees and payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company.