1. INCOME PLANNING

We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

2. INVESTMENT PLANNING

Once your income plan is established, we’ll create an investment plan for the remaining assets that you do not need to draw from month to month.

3. TAX PLANNING

Any comprehensive Retirement Plan will include a strategy for addressing taxes

4. HEALTH CARE PLANNING

We’ll create a plan designed to help you protect yourself against rising healthcare costs

5. Legacy Planning

It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. By working collaboratively with a qualified Estate Planning Attorney