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Build a plan that allows you to live your dreams...

Are You Retirement Ready?

The list below are important areas of concern. We take the time to listen, analyze, educate, implement and maintain the components that make up your entire retirement plan.  FIRST let's start with a questionnaire followed by a retirement analysis. This valuable step is offered to you at no cost.

HAVE YOU INCLUDED THESE STRATEGIES?

- Retirement and Income Maximization Strategies
- Market Risk Investment Analysis and Evaluation
- Tax Strategies and Education
- Health and Financial Expense Planning
- Asset Protection / Long-Term Care Leveraging
- Estate Planning / Wealth Transfer

The Planning Stages of Retirement

"A Successful Retirement plan will include Analysis, Education, and Expert Advice!"

DO YOU HAVE 55  SECONDS TO ANSWER EIGHT QUESTIONS?

KEY COMPONENTS TO RETIREMENT

 Retirement Planning

Creating a Detailed and Reliable Retirement Plan is often the key to success in after you pull the plug and decide to retire. We look at risk, growth, taxes, inflation, rate of return, income, assets and expenses.

Social Security

Did you know there are over 500 ways to take Social Security. We help you run the numbers to find the best method of maximizing your Social Security, which can often be a $100,000 advantage.

Medicare Plan

So you need Medicare. Do you pick a Supplement or an Advantage Plan? How do you compare plans? How do you compare drug cost? Give us a call and we will walk you though the simple process to make your choice.