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:
FINANCIAL EDUCATION COURSES
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Life insurance can play an important role in a business succession plan. Life insurance can be integrated with many of the tools, techniques and strategies commonly used in business succession planning.
There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that. The problem isn’t knowing what to do – the problem is getting it done.
The tax-preferential treatment provided to life insurance allows an individual to have greater flexibility over which dollars to use during retirement, and depending on the type of life insurance.
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.
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.
