Why you want to hire an Investment Advisor
With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of principal protection through various insurance products. We work side by side with you for added confidence and comfort.
To schedule a time to discuss your retirement future and work to achieve the retirement of your dreams.
Retirement Income Planning
Retirement income plans aren’t just for the wealthy.
We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments to create opportunities for long-term growth as well as the option for lifetime income throughout your retirement.
IRA & 401(k) Rollovers
You may be asking yourself, do I leave my money where it is, take the money and run, transfer it all to another plan, or roll it over into an IRA? Whatever you choose, we can help you plan and execute the best option for you, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.
As you approach retirement, have you thought about how rising taxes could impact your plans?
Know that you have options.
We can discuss how investing in or purchasing a tax-deferred vehicle could defer income taxes, giving you the potential to earn interest at a faster rate. While, on the other hand, tax-exempt accounts can provide future tax benefits because withdrawals at retirement aren’t subject to taxes.
While the concept of estate planning is a simple one, the vehicles, planning, and implementation process can be quite complex. A properly structured estate plan ensures your wishes are fulfilled.
Whether you’d like to pass on your personal accounts, business properties, or any other assets, it’s important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.
As more and more baby boomers approach and experience their 60s, outliving income may become less of a concern, while outliving good health becomes their priority.
We can help you navigate the complex world of long-term care and what to consider before opting into Medicaid. Planning for these potential expenses on the front end can save you from paying for it later.