HELPING YOU MAXIMIZE SAVINGS while developing a plan for prudent spending

If you are approaching retirement, we can help you make important evaluations like the advantages and disadvantages of pension lifetime payments versus lump-sum distributions. Another area in which we can help is in evaluating whether your current resources can sustain your retirement spending goal. Once you retire, preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle become your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance.