We Offer Consultation, Planning & Solutions for These and Other Needs:
Asset Protection
- Secure your nest egg from market risk, while earning more than traditional fixed income.
Charitable Giving
- Potentially utilize tax-advantaged strategies to maximize your charitable giving goals.
Financial and Estate Planning
- We offer additional comprehensive financial and estate planning services.
Income Planning
- Create the most tax-favored plan that will meet your needs and assure an income that cannot be outlived and that will keep pace with inflation.
IRA Planning
- Make certain that you and your family receive what you deserve from your retirement savings. Stretch, or multi-generational, IRAs can provide a lifetime of income for your children and/or grandchildren with proper planning. Financial coaching available for those who would need guidance in this area.
Legacy Planning
- Proper utilization of modified endowment contracts and other advanced planning strategies allow you to maximize your gifts to your family and/or favorite charity.
Long Term Care Planning
- Protect a lifetime of accumulation from what the Congressional Budget Office has labelled the greatest unfunded liability in America today.
Probate Avoidance
- Take advantage of simple strategies that can allow you to avoid the cost, delay and publicity of probate.
Tax Saving Strategies
- Potentially reduce over-all taxes by deferring taxes on earnings not used for income needs. Potentially reduce or eliminate taxes on your social security income.
Disability Insurance
- Help to protect a loss of income as a result of sickness or injury.
Business Continuation Strategies
- Through the use of careful planning, we help to protect your business in the event you or a key person becomes injured or dies prematurely.
