Our Team Works Together
As an independent financial firm, our responsibility is to our clients, not any company. This mandates that we place you, the client, first while allowing us to maintain our integrity and reputation. We provide retirement income planning with an ongoing comprehensive analysis of your complete financial life. We identify risks you will face in retirement and meet them head on.
Our comprehensive approach evaluates all of your retirement income sources, including pension, social security, and other sources of lifetime income enabling us to maximize your income while increasing your overall net worth. We strive to reduce the corrosive effects of fees and taxes on your retirement resources making it possible to increase your net worth without excessive exposure to market risk. Strategic planning allows us to maximize your retirement resources, and also gives us the ability to take advantage of all of the tax, health care, and estate planning knowledge available.