How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
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 reduce these risks through a wide range of services, including:
College is an investment for your child’s future. The gift of a college education can open the door to a world of opportunity for your child or grandchild.
There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that. The problem isn’t knowing what to do – the problem is getting it done.
Take an important step now to help protect your home and family with a Mortgage Life insurance policy.
Life insurance can play an important role in a business succession plan. Life insurance can be integrated with many of the tools, techniques and strategies commonly used in business succession planning.
Tax Free Retirement
The tax-preferential treatment provided to life insurance allows an individual to have greater flexibility over which dollars to use during retirement, and depending on the type of life insurance.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Custom Service Option
Does your company provide any additional Services? We can add your custom Services to this page, or make adjustments to the Services already listed to better match your company.
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