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Our Services

Retirement Transition Planning

Making the transition into retirement typically happens within a five-year time frame. Without a roadmap, the path into retirement can be difficult. Together, we will guide you through your golden years.

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Income Planning

A major financial goal is to have a consistent and reliable stream of income that will last through retirement.We help clients address critical questions, like how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

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Social Security

As Baby Boomers approach retirement, questions and concerns about Social Security emerge. We understand the complexities of Social Security and how you can optimize your benefits.

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Investment and Asset Management

Many clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses.

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Estate Planning

Many individuals and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. We assist clients in articulating their estate planning needs and offer guidance regarding today’s confusing estate and tax laws.

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Tax Reduction Strategy

Many clients don’t realize how much taxes can eat away at their assets. After a lifetime of saving and investing, clients want to preserve their wealth in retirement. We help clients develop a tax-efficient retirement plan and determine possible ways to reduce or eliminate various taxes.

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