Broker Check

Your Financial Future

Ensuring the security of your financial future

No matter what your age, retirement planning is an essential part of your overall financial plan. Whether you are 35 or 75, decisions and plans you make now will influence your lifestyle in the future.

We can provide in-depth analysis and recommendations for all your qualified plans, including your IRA , 403(b),457 and 401(k) plans. We can help you properly allocate your retirement portfolio to correspond with your overall retirement plan. And as you need income from your retirement assets, we can help you develop a plan designed to maximize income while potentially minimizing taxes, to help ensure that you don’t outlive your resources. Please consult your own tax, legal or accounting professional for tax advice.

We provide a comprehensive approach to retirement planning, including both the accumulation phase and the distribution phase. We can help you:

  • Develop a personalized investment plan to help you minimize risk and maximize return.
  • Plan your distribution strategy – maximizing cash flow and minimizing taxes.
  • Create a customized, comprehensive financial strategy for your retirement years.
  • Develop and implement an income plan that is customized to your needs.
  • Put in place a prudent strategy to help your money continue to grow throughout retirement.
  • Ensure that your retirement program is properly structured to preserve and maximize generational wealth.

Safeguarding your financial program

What would happen to your family, as well as your financial objectives, if something unexpected were to happen to you or your spouse? Without proper protection, an unexpected disability or death may cause your financial plans to collapse. If you don’t plan properly, a disabling injury or illness could drain away the assets you’ve accumulated. Then, your family’s ability to reach its financial goals would be jeopardized.

As we help you map out your financial program, we will help you review and select the most appropriate protection plans for your situation. We can help you analyze how much coverage you need and review the current policies you already have in place. Since we are an independent firm, we will also help you review numerous insurance companies, which allows us to align your needs with the most appropriate solution.

Without consultation, plans are frustrated, but with many counselors they succeed. ~ Proverbs 15:22