Estate planning takes but a few hours, yet its effects will last beyond your lifetime. Give yourself and loved ones that peace-of-mind. Contact us now to start the process.

WILL YOU HAVE THE INCOME, SECURITY AND PEACE-OF-MIND YOU ACTUALLY NEED THROUGH RETIREMENT?

  • Living too long isn’t the concern of most people; it’s running out of money.
  • Market fluctuations can destroy otherwise sound retirement plans.
  • Most people do not know what investments they own, how they work or what the fees are.
  • Most couples have not planned for the income loss that occurs when a spouse or partner dies; called an income cliff.
  • A written plan is critical to success through and after retirement.
  • Many people already have enough assets for a successful retirement, but don’t have them properly invested and managed.

Trusting someone else to ensure a successful retirement is scary.  We’ll help you find answers and professionals to help answer these important questions:

How at risk are you assets?

How will you survive when your spouse dies or you have long-term care expenses?

How much income does your portfolio produce, and at what expense? How will taxes and RMDs effect your income?

A comprehensive review of your portfolio must be done to ensure your financial stability through retirement.