We develop Retirement Plans to help you avoid running out of money in retirement.. 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 you estimate your retirement sources of income vs your living expenses.


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. You have unique needs and would benefit from a custom plan that addresses your retirement goals.

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

We employ a methodology that begins with Listening to You, Your Goals, Your financial position and Your Retirement Needs. The final product is a comprehensive 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. 

For more information click here Resources .|. Videos .|.  FLIPbooks .|. SiteMap .|

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