Baby Boomers are nearing retirement age. But, unlike their predecessors, Boomers are nervous, but can you blame them with all...
Dream and Plan Your Optimal Retirement
LET US HELP YOU
Our foremost concern is your success, not product sales. We will use our expertise to develop an effective investment strategy designed to reach your objectives while reflecting your tolerance for risk.
Retirement planning has two phases; accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they’ve earned.
Our team of specialists will identify the risks which could be catastrophic to your portfolio and to your family. We will evaluate your life, long-term care, and disability insurance coverages.
We can help you explore and analyze the numerous options available for funding education, such as UGMA accounts, 529 plans and Cash Value Life.
We will review your estate planning needs, existing wills and trusts and recommend steps you can take to maximize the benefits to your heirs while minimizing the tax liability on your legacy.
We prepare your personal income taxes and provide you with professional tax-planning advice year-round.
Your risk number
Answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
That’s why we feel it’s important to involve you from the very beginning. We’ll collaborate with you on your own plan, from the data wizard, to calibrating your plan, to brainstorming and prioritizing solutions.
We are capable of working however it’s most convenient for you and your family. In person or virtually via Skype, Google Hangouts or a Screen Share.
2015 & 2016
Five Star Wealth Manager As Featured In
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