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How We Can Help You

Do you have a financial strategy in place? If the answer is “no,” you aren’t alone. Working both with young Millennials and pre-retirees, many people who come to us haven’t planned ahead for the future. As a result, they may feel uncertain about their finances and have a number of questions. Our goal is to help clients take control of their finances, proactively make decisions, and confidently pursue their vision of financial success.

A large portion of our clients are preparing for retirement or are already retired. They are concerned with protecting their hard-earned wealth and ensuring that they won’t outlive their assets. Focusing on conservative strategies, we strive to help clients preserve their wealth without taking unnecessary risk, and leave a legacy in a tax-efficient manner. While it’s impossible to predict where the markets are headed, we can implement strategies designed to help protect your loved ones.

We also work with a number of Millennials. As they enter their 30s, many are building their careers and starting families. As they experience a number of financial firsts, such as contributing to a 401(k) or buying their first home, they may be so focused on the present that they haven’t considered or planned for the future. Offering education and guidance, we want to help Millennials understand the importance of planning ahead and implementing a protection strategy, from considering life insurance to evaluating investment opportunities.

Whatever a client’s concerns, we can help answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • Can I afford to send my child to college?
  • How can I get the most out of my 401(k) and/or IRAs?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • When should I start claiming Social Security?

Our goal is to help clients develop a financial roadmap that addresses their short and long-term objectives. By offering education and guidance, we seek to help clients pursue financial confidence.