The definition of a perfect retirement is having more income than you need to last you the rest of your life and to ensure you’re not at risk of outliving your money. We want to make your dreams and goals the focus of your retirement. With a customized retirement roadmap, you will know where you stand right now and where to adjust to help you achieve the financial freedom you desire. People are living longer these days, and we believe you need an efficient and effective plan tailor-made to your unique situation, built to last your lifetime and beyond.

Retirement allows freedom in many things, but you must still pay taxes. During retirement, tax planning is equally as important as investment planning, and taxes often look differently during retirement than when you are working. It may be necessary to incorporate tax planning into your financial decisions. Protect yourself now.

Estate planning is simply determining how to protect and best manage your estate while you are alive and where your assets should go when you pass on. Many families we help are concerned about losing their hard-earned assets to nursing home costs, healthcare needs, and children or heirs who may not share their conservative financial values. We can discuss options to alleviate these concerns so that your assets end up in the hands of the people you love and the organizations you care about.

Don't leave important decisions about you and your family to the State! Without an estate plan, your estate could be subject to probate, an expensive, time-consuming, and public court proceeding.

Typically, an estate plan is expensive, requiring multiple appointments with an attorney. Often plans are overly complex and confusing.

Our state-of-the-art software, along with our nationwide network of estate planning attorneys, allows you to protect your family with a quality, customizable estate plan at an affordable price