We help you to develop a retirement income
plan and to choose the right investments for your retirement
portfolio. If you are in a defined benefit pension
plan, we will help you to decide which pension option is
most suitable for your retirement. Our investment approach is conservative and
we continually monitor your portfolio to increase value and
reduce volatility. If you worry about your money then
you likely have the wrong investment mix. We encourage
you to meet with us to review your accounts.
Income Tax Projections & Returns
We use professional tax software for tax
planning and income tax returns. For our clients, the
first return is no charge and subsequent years' returns are
a modest fee. We feel that income tax planning is
vital to your retirement planning and so we encourage you to
meet with us to review your tax situation.
Insurance Needs Analysis
Life and health insurance can be confusing.
Insurances are available for many of life's risks— death,
accidental death, disability, critical illness, long-term
care, outliving your money, emergency travel,
hospitalization, prescription drugs, dental, etc. And there
are sub-types of plans such as term insurance, universal
life, whole life, and combinations of joint policies that
pay upon the first or second death. We can explain each
of these to you and help you to decide whether any of these
insurances belong in your overall financial plan.
Free Pension Options DVD
Financial Practices Valuation