Make sure you have a plan.
Let’s face it: the 3-legged stool of retirement income isn’t what it used to be. In the past, most people retired with a social security paycheck, some personal savings and a pension that provided income through their retirement years. Today, you’re lucky if you have any pension at all. Our goal is to help you maximize your IRA’s, 401(k)’s, personal savings and social security payments to make sure you have enough predictable income.
We work to provide you with:
Paychecks & Playchecks
When discussing paychecks and playchecks, we will educate you on how to plan for long term care, provide estate planning ideas, how to retire with enough lifetime income to cover your basic expenses, and how to maximize the rest of your portfolio to make sure you receive your "Playchecks." Our goal is to allow you to feel comfortable with retirement, with a strategy that sees basic living expenses covered - for life - and with money left to play with!