We’re committed to working with retirees to help them get the retirement they deserve. We do this by providing guidance to help you develop an overall retirement income strategy and by offering a variety of insurance and investment products to help achieve the objectives of that strategy. We’re here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. From investment planning to retirement income planning, all of the helpful financial services we offer our clients. We make the difficult task of choosing the thousands of products available for your retirement plan easy-to-follow and understand. We get to know you on a personal level so together, we can then choose the products and strategies that we think will best fit your retirement needs. Asset Preservation Do you want to protect your life savings from being severely damaged from an unexpected crisis? We help position you to do this through strategies aimed to avoid spending down your assets to pay for long-term health care, and also to help protect your spouse from a loss of income due to an unexpected death. Retirement Income Planning Specializing in the income stage of retirement, we can assist you with distribution and reallocation of your retirement savings in the most tax-efficient manner, and reduce or eliminate unnecessary fees, helping you keep more of your money and plan for income throughout your retirement years. Tax Strategies There are only three ways to invest: taxable, tax-deferred, and tax-free. We help you move more money toward the tax-free category by "de-taxifying" your retirement account money using Roth conversions, etc. Estate Planning Control is the keyword when it comes to estate planning. Who do you want to receive your estate after you pass? What do you want each person to receive and when should they receive it? Bottom line: You can control “someday” by planning.