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The retirement and financial solutions we offer fall under one of the five key areas of our Retire Better process. Our process is designed to help keep you on the path for your most perfect days ahead, but our work does not stop there. Once you’ve got a plan in place, your journey begins. We will be there to help manage your plan every step of the way to help ensure that you keep the sun on your face and the wind at your back. Click below to schedule a complimentary, no-obligation consultation today!

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Scroll down to learn more about our solutions to help you Retire Better..

Income Solutions

For your “Retire Better” plan, we evaluate current income scenarios whether you’re retired or still working. The goal is to shore up future income needs through retirement, helping to ensure your expenses can be paid every month with reliability and predictability. Next, we analyze your social security to help maximize its potential, explore the differences with any pension options, plan for inflation, measure the impact of losing a spouse prematurely, and any other considerations critical for your income plan.

Investment Solutions

Once we determine your risk tolerance and risk capacity, together, we’ll design a customized portfolio for you, not something “off the shelf.” By being an independent Financial Advisory firm, we are not steered by shareholders. We have access to the universe of financial tools to create custom-tailored portfolios.

Tax Solutions

Tax planning is at the center of your “Retire Better” plan. Creating more tax efficiency means keeping more of the income generated from our “Income Planning” process. We’ll assess your current tax liability, whether it’s income taxes, capital gain taxes, or estate taxes, and develop strategies designed to help minimize the taxes you pay during your retirement and the next generation to which your wealth passes.

Healthcare Solutions

Healthcare planning is often overlooked until it’s too late to plan for it. The healthcare system itself can be overwhelming, and costs are consistently rising. Addressing this segment of the planning process can be paramount for your financial plan. Whether you are trying to retire before Medicare, already on Medicare, or concerned about the high costs of Long-Term Care, we’ll examine any potential options available to you.

Legacy Planning Solutions

We believe it’s important to work collaboratively with qualified Estate Planning Attorneys. This action ensures your hard-earned assets go to your beneficiaries most efficiently. Whether it be how to fund your Trust, draft Power of Attorney documents, retitle your accounts properly, and update your beneficiaries, taking these steps are important. Maybe it’s just having your Living Trust reviewed or amended. By working with estate planning attorneys, we can help maximize the amount your loved ones will inherit.

Get started on your retirement journey and work toward clearer skies and sunnier days!

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WHAT IS YOUR RISK NUMBER?

What's Your Risk Number?

Capture your risk tolerance and see if your portfolio fits you.

WHAT IS YOUR RISK NUMBER?

WHAT IS YOUR RISK NUMBER?

WHAT’S YOUR RISK NUMBER?

Capture your risk tolerance and see if your portfolio fits you.

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