Retirement Planning

As a Retirement Income Certified Professional, the one thing I can tell you is the sooner we add guaranteed monthly income from pensions, annuities, and/or social security, the higher likelihood you have of retirement income success for your lifetime. Because in doing this, and taking guaranteed income sooner rather than later, you will allow your own personal nest egg to grow and compound for a longer period of time with a much smaller percentage of withdrawals, if any at all. In other words, we’re spending less of the assets that can be left behind to your heirs, and spending more of the assets that cannot. Our office specializes in using wealth-building tools that can help mitigate risk and allow your money to grow tax-free - and be removed tax-free - when you are ready for retirement.

Tax-Advantaged Retirement Strategies

Don’t do what everyone else does (the do nothing position), be proactive to protect your money from the IRS and state government. Remember, your number one guaranteed creditor every year is the IRS. Only you, with the help of qualified advisors, have it in your power to protect your money.

Financial Planning

When it comes to your investments--What’s your plan? Do you have one? Do you have a strategy? Or do you fly by the seat of your pants not knowing where your portfolio will take you in the future? Reaching retirement and staying retired are two very different things and if you want to stay retired, you need a defined objective when it comes to your investment strategies. Most importantly, the plan that you have needs to deliver you peace of mind with your investments for the future.