How We Help

Learn about the financial services we utilize to help retirees reach new heights.

Our Planning Process Helps You

Earn Your Retirement Wings

When it comes to your retirement years, simply winging it often isn’t enough. Our three-step Earn Your Retirement Wings Process builds well-thought-out strategies that reflect your unique goals and financial situation — because in retirement, you deserve to occupy cloud nine.

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Spread Your Wings

We’ll discover where you are today, your needs, wants and wishes on your retirement flight. We’ll discuss your concerns and what’s most important to your family.

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Propel Ahead

Receive a customized report card to help you navigate your way to your retirement destination. Then we will mutually determine if we are the right fit to become your wingman for your retirement journey.

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Achieve Altitude

It’s time for your plan to take flight — but implementation is only the beginning of a lifelong partnership. Regular cross-checks and debriefings will help avoid any turbulence from the course as your retirement story unfolds.

retirement-income
Grow Your Income

Retirement Income Strategies

Unlike the working years, where you've likely drawn a regular paycheck, at retirement it's time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won't outlive? We can help.

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wealth-management
Grow Your Income

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We'll help you with comprehensive guidance to help reach the goals and dreams you've been envisioning.

 

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annuities
Grow Your Income

Annuities
 

Annuities are financial tools that can help you create a stream of income that you can't outlive. But today's annuities aren't like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We'll help you compare your options.

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investments
Grow Your Income

Investments
 

Whether you prefer to "set it and forget it" or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens – so we plan for that, too.

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ira-401k-rollovers
Grow Your Income

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you're looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

 

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asset-protection
Preserve Your Assets

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We'll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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life-insurance
Preserve Your Assets

Life Insurance
 

Life insurance can play an important role in an overall financial strategy – both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

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tax-efficient
Preserve Your Assets

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income – or your legacy – than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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ira-legacy
Pass It On

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you're gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

 

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long-term care
Preserve Your Assets

Long-Term Care Strategies
 

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

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We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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