We serve retirees and pre-retirees in all areas of financial management, including:
Retirement planning
Making the most of your employer-sponsored retirement plans and IRA's.
Determining how much you need to retire comfortably. Managing assets
before and during retirement.
Tax management
Making sure you don't pay a penny more than the law requires. Looking
for ways to help reduce your current and future tax burden. Referring you
to qualified tax specialists.
Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your
intended heirs. Helping with beneficiary designations. Reducing
exposure to estate taxes and probate costs. Coordinating with your
tax and legal advisors.
Risk management
Reviewing existing insurance policies. Recommending policy changes
when appropriate. Finding the best policy for your situation.
Investment planning
Determining your asset allocation needs. Helping you understand your
risk tolerance. Recommending the appropriate investment vehicles to
help you reach and exceed your goals.
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