Approach

A wide variety of tools & services tailored just for you

Fewer Hassles . More Choices . More Money . More Time .  No Worries . A Better Work-Life Balance
1

PROFESSIONAL PORTFOLIO MANAGEMENT PLAN
  • Transparent Fees
  • Real Returns
  • Diversification
  • Risk Exposure
  • Tax Efficiency
  • Conservative Approach
2

RETIREMENT INCOME PLANNING
  • Risk Exposure
  • Retirement Budget
  • Future pension strategies
  • Current 401k strategies
  • .

  • Planning to not outlive your money
3

LIFE INSURANCE PLANNING
  • How much life insurance is needed & for how long
  • Independent insurance agency
  • Best rates on Life, IUL, & LTC Insurance
4

SOCIAL SECURITY PLANNING
  • Determine the best strategy for how and when to begin Social Security benefits
  • A complete Social Security Analysis
5

BEST STRATEGIES TO MAXIMIZE RETIREMENT INCOME
  • Best rates on FIXED annuities
  • Establishing a family pension
6

ESTATE PLANNING SOLUTIONS
  • Put your documents in place
  • Living Will
  • Durable POA
  • Medical POA
  • HIPPA Privacy Document
  • Advanced Estate Planning
7

TAX STRATEGIES
  • Get the most out of your investments
  • CPA Referral
8

ONGOING CLIENT SERVICING EXCELLENCE
  • Ongoing Reviews
  • Adjustments as needed
  • One stop shop
9

THE DIFFERENCE
  • Focused on the successful retirement of our clients
  • Personal relationship with your Advisor
  • Direct phone access for your questions
  • Ongoing portfolio review