How I Can Help
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help you reduce these risks through a wide
range of services and solutions, including:
Retirement Planning
- Review goals
- Determine which retirement accounts are appropriate for you
- Determine and strategize for a lifetime income stream
- Social Security Optimization
- Monitor and review for life changes
Financial Strategies
- Review goals
- Create custom-tailored financial strategies
- Implement strategy
- Track progress
- Rebalance and revise for life changes
Insurance Reviews
- Annuities
- Life
- Disability
- Long-Term Care
- Medicare Supplement
- Final Expense
Tax Planning
- Review goals
- Opportunities to reduce or eliminate taxes
- State specific tax information
Estate Planning
- Review goals
- Inventory your assets and their value
- Create wills and trusts
- Select beneficiaries and guardians
- Monitor and review for life changes
Employee Benefits
- Group life insurance
- Group health insurance
- Group supplementary insurance
- Defined benefit plans
- 401(k) plans
Education Planning
- Review goals
- Understand tools that will help you save
- Find the right accounts and investments
- Implement strategy
- Monitor and review for life changes
Long-Term Care Planning
- Individual plans
- Asset based long-term care
- Life insurance based long-term care