Individuals

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We approach retirement planning from the idea of using fun & informative conversations about your life, hopes, and dreams to determine where you are now and where you want to be in the years that follow. Our services are uniquely tailored to address your specific concerns.

• Asset-Cycle Portfolio System® Retirement Income Roadmap
• Income Distribution Strategies
• Social Security Maximization Analysis
• Asset Allocation Review
• Independent, Objective Portfolio Analysis
• Income Replacement Needs Assessment
• Pension Maximization Analysis
• Long Term Care Cost Benefit Analysis
• Roth IRA Conversion Report & Analysis
• In-Force Life Insurance Audit
• Income Tax Reduction Analysis
• Beneficiary Review
• Estate Tax Reduction & Financial Legacy Review
• Multi-Generational Qualified Disbursement Review

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning strategies.