How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
401K & IRAS
We can help you explore options for regaining control of your US retirement accounts, including assistance with 401k to IRA rollovers, and ongoing management of IRA accounts you may have left behind.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.