The decisions you make today will allow you to realize your goals and dreams tomorrow. We assess your current situation, provide you with a plan and recommendations, and work with you to stay on track through all the phases of your financial life.

Accumulation:

  • Prepare retirement needs and cash flow analysis

  • Recommend investment and savings strategies

  • Review and advise on employee benefits and retirement plan options

  • Discuss risk management needs including disability, life, and liability insurance

Distribution:

  • Advise on pension distribution election options

  • Calculate and disburse Required Minimum Distributions (RMD)

  • Review cash flow needs and facilitate tax-efficient distributions from investment accounts

Transfer and Legacy:

  • Evaluate strategies for tax-efficient transfer of wealth to the next generation

  • Coordinate with your estate planning attorney and execute changes to account structure

  • Assist with estate administration

  • Review options for charitable giving

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