Our Services
Income Planning
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
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Retirement income strategies
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Social Security analysis
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Asset protection strategies
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IRA & 401(k) rollovers
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Annuities
Tax Planning
We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.
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Tax-efficient income strategies
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ROTH conversions
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Tax-loss harvesting
Investment Planning
We’ll talk risk tolerance, portfolio fees (and ways we may be able to reduce them), volatility management and our comprehensive money management approach.
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Equities
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Alternative investments
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Wealth management
Estate Planning
Together with qualified professionals, we’ll help create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
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Wills and Trusts
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Probate avoidance
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Charitable giving
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IRA legacy planning
Healthcare Planning
We’ll look at Medicare Part A, B and D, as well as long-term care options, to address rising healthcare costs.
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Long-term care strategies
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Life insurance
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.