Investing for the Future

We aren’t here to give you an A-Z formula for how to invest your money in the stock market. Instead, we look at financial planning from an asset protection point of view and try to introduce some new ideas for you to think about when putting together a financial plan.

Retirement Wealth Begins With Risk Management

We offer three alternative ways to grow wealth that mitigate the risk of losing money due to stock market volatility. Fixed Indexed Annuities (FIAs), Indexed Variable Annuities (buffered annuities), and Indexed Universal Life insurance (IUL).

Estate Planning

Is your estate plan in order? The answer for most people is no, and many people believe they will get to their estate planning when they are less busy. The truth is, the time is now and we are here to help.

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Insurance

Long Term Care Insurance (LTCI) can be a very integral part of protecting your wealth long after retirement. Many people have an “it won’t happen to me” attitude when it comes to the need for LTC expenses, and the amount of coverage depends on the policy purchased. There are several different ways to obtain LTCI coverage. Depending on your situation, one may be better for you than another - and we are here to help you discuss all the options.

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charitable planning

Charitable Planning can be a terrific planning tool to increase your spendable income, reduce taxes, provide a tax-free inheritance to your heirs, and leave a lasting family and social legacy.

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pension plans

A pension plan is a stream of income, received monthly, that’s offered by a former employer to be paid out during your retired years. This is great, but pension plans are more and more often becoming a way of the past. Even though a pension is technically guaranteed monthly income…there are very real risks for the future of your pension plan. The real crux is making the correct pension election for your individual situation.

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