Start Your Roadmap for Retirement Today!

Our Roadmap for Retirement process is focused around five key areas to help our clients achieve simplicity and confidence during their retirement years.

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Income
  • Social Security maximization
  • Income & expense analysis
  • Inflation plan
  • Spousal plan
  • Comprehensive institutional money management
Investment
  • Assessing your risk tolerance
  • Adjusting your portfolio to reduce fees
  • Volatility control
  • Evaluate ways to reduce risk while still working towards your goals
  • Longevity protection
Tax
  • Assessing the taxable nature of your current holdings
  • Possible IRA planning
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Strategizing which tax category to draw income from first to potentially reduce tax burden
  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
Health Care
  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a long-term care plan
Legacy
  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Let's Get Started!

Complete the sections below for your complimentary Roadmap for Retirement.

Take control of your financial future