SERVICES
retirement couple

How I Can Help

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help you reduce these risks through a wide
range of services and solutions, including:

Retirement Planning

  • Review goals
  • Determine which retirement accounts are appropriate for you
  • Determine and strategize for a lifetime income stream
  • Social Security Optimization
  • Monitor and review for life changes

Financial Strategies

  • Review goals
  • Create custom-tailored financial strategies
  • Implement strategy
  • Track progress
  • Rebalance and revise for life changes

Insurance Reviews

  • Annuities
  • Life
  • Disability
  • Long-Term Care
  • Medicare Supplement
  • Final Expense

Tax Planning

  • Review goals
  • Opportunities to reduce or eliminate taxes
  • State specific tax information
  • Tax Preparation

Estate Planning

  • Review goals
  • Inventory your assets and their value
  • Create wills and trusts
  • Select beneficiaries and guardians
  • Monitor and review for life changes

Employee Benefits

  • Group life insurance
  • Group health insurance
  • Group supplementary insurance
  • Defined benefit plans
  • 401(k) plans

Education Planning

  • Review goals
  • Understand tools that will help you save
  • Find the right accounts and investments
  • Implement strategy
  • Monitor and review for life changes

Long-Term Care Planning

  • Individual plans
  • Assest based long-term care
  • Life insurance based long-term care