How We Can Help
Our mission is to serve individuals, couples, and small business owners. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure lifestyle. A reliable proven strategy will keep your family’s future protected.
How do we provide a “Purpose in Mind Approach”
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- We’ll show you a plan to combat the future economic impact and turmoil, due to the 3 dates that have changed the face of retirement in America forever:
- Jan. 1, 2008 (first Baby-Boomers turn Age 62 & Can begin taking Social Security)
- Jan. 1, 2011 (First Baby-Boomers Turn Age 65 & Can begin taking Medicare)
- July 2, 2016 (First Baby-Boomers turn Age 70 ½ & Must begin taking RMD’s – for life!)
- You’ll learn how to use a “planned reduction” in the amount of taxation owed to the Internal Revenue Service.
- You’ll learn how to use a “Tax Arbitrage” strategy, which will dramatically increase your net retirement income.
- You’ll learn how to protect yourself from lost wealth, due to the most common and costly monetary mistakes most people make with Social Security.
- We’ll show you how to “Avoid Liquidating” high earning assets, to cover Long Term Care expenses in retirement.
- We’ll show you how to create more “Spendable Income” in Retirement
- We’ll show you how to leave a “larger Tax Free legacy” to your heirs, instead of giving most of your IRA money to Uncle Sam!
- We’ll show you a plan to combat the future economic impact and turmoil, due to the 3 dates that have changed the face of retirement in America forever:
We can help reduce these risks through a wide range of services, including:
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Annuities
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Retirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Life Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Long-Term Care
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.