Pre/Post Retirement and Keeping Your Wealth
- A soon-to-be retiree looking for retirement income and distribution planning
- People looking forward to retirement and wanting more clarity with their retirement journey
- Someone wanting a personalized portfolio and proactive monitoring of their investments
- Individuals or couples needing a tax efficient distribution strategy
- Retirees looking to manage their Social Security and Medicare options
- Someone needing an analysis of their current estate plan and potential tax liabilities
- A family wanting a facilitated legacy session to educate the next generation
- A person suddenly faced with a life event such as divorce or death of a loved one
Developing and Seeking Growth for Your Wealth
- An individual starting a Roth IRA
- Someone looking to save money on taxes
- Parents and grandparents saving for their offspring’s education
- Someone needing assistance with the financial steps to take when changing jobs
- A beneficiary of unexpected wealth
Financial Services for Business Owners
- A business owner wanting to minimize their tax liability
- A company wanting to help their employees with their retirement plans
- Helping a business owner transition into retirement
Contact us to start building a financial plan that fits your current life stage.
