Continuous Education

We provide continuous education about strategies that will assist in helping you successfully plan your retirement. This includes education about Social Security maximization, Required Minimum Distributions, and how to create income during retirement through more conservative investment strategies.  We believe an informed client is a good client, and we want you to understand the intricacies [...]

Estate & Legacy Planning

Did you know in many cases, gifts left to your family may be distributed tax-free? This means funds left to your family and heirs can be left worry-free. Schedule Consultation

Life Insurance

Life insurance may be an essential part of your financial plan. We can look at your situation and your goals and if life insurance is right for you, we can recommend the best type of policy. Schedule Consultation

Tax Planning

Have you thought about the impact taxes make on your retirement plans? We partner with Bookkeeping Plus to make the most of your tax preparations. We help you understand your taxes in retirement including tax-deferments, tax-exempt accounts providing future tax benefits, and pre-tax situations. Schedule Consultation

Investment Management

We specialize in helping our clients plan for the future. We provide services for wealth management services such as asset management, risk management, preservation of capital, income generation, estate planning, and tax reduction strategies. Schedule Consultation

RMDs

Did you know the IRS could charge a penalty of 50% if you do not take out your Required Minimum Distributions on time? Don’t let these mistakes cause you to pay even more than you have to during tax time.  It is so important to take these distributions correctly and those repercussions can be devastating. [...]

Roth IRA Conversions

We try to provide the best strategies for your situation. We help you with Roth IRA conversions if they are necessary for your financial planning. A Roth IRA conversion involves transferring retirement funds from a traditional IRA or 401(k) into a Roth account. Since the former is tax-deferred while a Roth is tax-exempt, the deferred income taxes due must be paid on the converted funds [...]

401(k) & IRA Rollovers

We can help you with your former employment retirement plans and try to give you the best advice. This is according to your personal situation – whether that means rolling your 401(k) retirement plan into an Individual Retirement Account, cashing out your 401(k) plan, or consolidating your 401(k) plan into another employer’s plan.  There are [...]

Retirement Planning

We try to provide the best strategies for your situation. Everyone has different plans for retirement, and we want to help you make the most of your retirement.  We strive to help you live a retirement that is stress-free and easy. Schedule Consultation

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