Retirement planning:
We consult on and help guide our clients with tax deferred investment and insurance products to provide income during retirement. In the current climate, with everyone living longer than before retirement planning includes having sufficient funds in their golden years for living costs, health care, and in some cases — long term assisted care.
Estate planning:
We also consult on and advise our clients with their estate plans so their heirs can retain as much possible of the assets our clients have accumulated. Estate planning often is a team effort. We can assist with the process by engaging and/or working with other trusted advisors, such as estate planning attorneys, investment advisers, stock brokers and financial planners.