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Retirement Planning Services

The retirement goals of my clients are the starting point for my holistic financial planning strategies.

Retirement Income Planning

I believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, I aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.

 

Legacy Planning

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to your loved ones, a charity, or want to develop a business succession plan, I can help design a strategy to accomplish this goal.

Legacy Planning

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to your loved ones, a charity, or want to develop a business succession plan, I can help design a strategy to accomplish this goal.

Tax Minimization Strategies

Taxes will always be a part of life. I can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.

 

Life Insurance

Life insurance can be an important part of any financial strategy and has many benefits, depending on what type of policy selected. I can help you determine the best policy for your situation to make sure your loved ones are remembered and receive a monetary when the time comes.

Life Insurance

Life insurance can be an important part of any financial strategy and has many benefits, depending on what type of policy selected. I can help you determine the best policy for your situation to make sure your loved ones are remembered and receive a monetary when the time comes.

Long-Term Care

Choosing to purchase long-term care insurance is a big financial decision. Not having a plan in place to pay for care, should it be a need, can be an even bigger financial challenge. I can show you the options and demonstrate how it can factor into your overall financial picture.

 

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. I can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. I can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Disability Insurance

Disability insurance is something that none of us ever want to need but if we ever do, it can make life much easier if and we find ourselves unexpectedly injured or incapacitated due to an accident, injury or health condition.

 

Medicare Supplements

Health insurance can be complicated and expensive. Selecting which Medicare supplements are right for you is an important decision and choosing incorrectly can be costly. Let me explain the options and help you make the best decision for your situation.

Medicare Supplements

Health insurance can be complicated and expensive. Selecting which Medicare supplements are right for you is an important decision and choosing incorrectly can be costly. Let me explain the options and help you make the best decision for your situation.

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