We develop Retirement Plans to help clients avoid running out of money in their retirement years. The three biggest expenses that retirees encounter are the cost of housing, the cost of medical care, and the impact of price inflation. We help clients estimate their retirement sources of income vs their living expenses.

Our GOALS:

1) Educate the Client

2) Minimize Risk

3) Conservative Lifetime Income Stream

 

We help you develop a timeline of important actionable dates -- to maximize your monthly Retirement Income and minimize your financial and tax burden. Each client has unique needs and would benefit from a custom insurance plan that addresses their retirement goals.

We specialize in two areas only: Retirement Plans and Helping Senior Citizens.

We employ a comprehensive planning methodology that begins with Listening to You, Your Goals, Your financial position and Your Retirement Needs. The final product is a comprehensive written report that contains a realistic and actionable plan that will help you reach your retirement goals. We will help you understand and reduce the high cost of Medicare co-insurance through the use of Medicare Supplemental or Medicare Advantage insurance plans.

Our website contains a wealth of information that is located in the Resources Menu. We recommend you watch our Videos and view the FlipBooks. Topics include: Retirement Income, Wealth Preservation, Tax Planning, Estate Planning, Risk Management and Planning Calculators.