
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)
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Determining appropriate
pension payout options
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Designing an income strategy for existing retirement plans (401(k), 457, 403(b), IRAs, etc.
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Determining the right asset mix to generate a sustainable income stream
that will meet your needs now
and in the future
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Maximizing your social security benefits
Services include:
Retirement Income Planning
Social Security Optimization
Estate and Legacy Planning
Tax Planning
Insurance Coordination
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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.
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*All contract guarantees and payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company.