Services

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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Lifestyle Planning

Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.

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Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

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Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

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Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

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401(k) Management

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Retirement Income Planning

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Financial Education Courses

I’m an instructor with Adult Financial Education Alliance (AFEA), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.

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Annual Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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