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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Tax Planning & Prep

Our tax planning services provides you with a network of professionals to work with you year round and recommend tax saving strategies to maximize your after-tax income.

We also specialize in Small Business Tax Preparation and Planning.

Wealth Management

Our goal is to steer your assets away from trouble and toward opportunity, and the level of attention we provide our clients sets us apart from those who use a "set it and forget it" approach. 

Social Security Planning

We are experts in helping you analyze Social Security as one piece of your overall retirement plan, as well as helping identify the optical claiming strategy for your financial situation.

Retirement Forecasting

In order to retire optimally, you have to take longevity risk off the table. We help lessen this risk by creating a personalized retirement strategy for you.

Risk Management

We work closely with you to uncover risks that could disrupt your path toward financial freedom. By transferring risk to an insurance company, we minimize the potential financial damage. 

Estate Conservation

We'll review the structure of your estate with our network of attorneys and make a plan for you and your family. This means you can rest assured knowing your estate will be ready to be passed onto your loved ones. 

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