Services

We believe your retirement is as secure as your retirement income planning. During retirement, you need to recreate your paycheck, which is something that we have over 20+ years of experience with.

Our investment objective is simply to reduce your current investment risk, reduce the expenses that you may be paying, and improve the performance within your portfolio. Our first step is to prepare a portfolio review and comparative investment analysis for your review. Next, we will build a model portfolio based on your investment goals and income needs.

We will prepare a proposal for RFPs for Defined Benefit and Defined Contribution Plans, including investment management consulting. There are a myriad of factors which make this type of institutional consulting complex, including regulatory, record keeping and administration, fiduciary compliance, and investment selection and pricing.

You may want to increase the value of your estate by using cash after you have taken the mandatory required minimum distribution from your IRA and/or 401(k). Or, you may seek a higher return on cash that is idle and earning minimum interest rates. We believe you will be impressed with the possibilities available within a well-structured insurance policy.At the same time, ask yourself if you want growth potential with or without the exposure of market risk, or if you own a variable annuity and would like to reduce your fees and expenses? If you answered "yes" to either of those questions, let's have a conversation to see if there is a fixed equity index annuity that is suitable for you.

Estate planning is a critical part of retirement planning. You want to make sure your loved ones receive the assets you have accumulated during your lifetime. We are happy to partner with your CPA and attorney to ensure the affairs of your estate are in order.