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)
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
Retirement Income Planning
Social Security Optimization
Estate and Legacy Planning
Long-Term Care Protection
Income strategies include:
Fixed Income (Bonds)
Income-Producing Real Estate
Floating Rate Debt
(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.