10911 Clara Barton Court
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We provide the following:
Charged on a fee-basis (% of assets in account)
Investment Banking, Alternative Investments and traditional brokerage available
Access to Institutional Money Managers
Consulting Services focused on achieving business goals
Customized retirement plan design which allows for greater contributions for an owner compared with standard designs
Tax efficient strategies for rewarding, recruiting, and retaining key employees
Utilize pretax dollars to pre-fund post retirement medical expenses
Lending services available
Retirement Income Needs Analysis
401k Asset Allocation
Cash Flow Planning
Insurance Analysis & Review
Business Succession Planning
Charitable Giving Analysis
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."