We give our clients confidence in their financial future so they can enjoy the retirement that they have dreamed of. You’ve earned it, let us help you enjoy it.
Main Focus Areas
Providing a sustainable income
Strategies to preserve wealth
Social Security Benefits
Communicating plan to heirs
Meeting with us
Your initial meeting is all bout getting to know each other.
What are your needs and what can we do to fill those needs. We are relaxed, thorough, knowledgeable, understanding and non-judging. You will leave with a better understanding of how to accomplish your financial needs & goals.
What to expect
Courteous, professional atmosphere ready to help you meet your financial goals.
Thorough fact gathering to get to know you and your needs.
Understandable and accurate information about risk, cost, benefits and solutions that are tailored to you.
What to bring with you
Short term and long term goals.
Tax return for the past two years.
Legal documents for PoA trust, etc.
Income needs and other concerns that you feel need immediate attention.