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Our Mission

We devote all our knowledge, resources, vision, and skills to creating, managing, enhancing, and preserving your wealth, and helping you achieve your financial goals.

Social Security Maximizations

For many retirees, Soci​al Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

 

We have put together an informative brochure that helps answer the following questions:

What is your Social Security amount?

When is the best time to start taking your Social Security benefit?

Are there different options if you are married?

Does earning additional income while you are on Social Security impact the value of your benefit?

Do you pay tax on your Social Security benefit?

Insurance Solutions

Insurance Solutions

often protects many of the most valuable assets you have: our homes, cars, your health and your loved ones. However, many American’s are unaware of the impact proper insurance planning can have on your retirement. Our firm offers several products and financial planning strategies to help you plan your retirement.

 

One area we focus on with our clients is keeping their nest egg as safe as possible, while still participating in market growth. Many retirees underestimate the impact a big market loss may have on the future of their income.

 

With the right plan, you can earn money with your money—through the use of fixed annuities and life insurance. You can create steady dependable monthly income now, in the future, or whenever you need it most.


Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients wills, estate plans/trusts, taxes, and insurance.

 

Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth


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