Our Services
Pre- Retirement Planning
- Are you between the ages of 50 and 65 and concerned about retirement? We can help!
- Formulate a budget.
- Assist in rolling over 401K funds or pension assets.
- Develop an investment plan.
- Run long term projections taking inflation into consideration.
- Review your social security benefits.
Retirement Planning
Manage the assets you've worked a lifetime to accumulate:
- Recommend a portfolio that considers your time frame and risk attitudes
- Create a withdrawal strategy that is sustainable
- Work to look at the effects of inflation and possible health care costs
- Review risks that could jeopardize your well-being
IRA & Beneficiary Planning
Making good decisions about accessing money and passing it on effectively:
- Design Pre 59 ½ Withdrawal Strategies
- Assist in Required Minimum Distribution Planning
- Stretching IRAs for multiple generations