What’s Your Current Retirement Plan?

Everyone needs one

Unfortunately, far too many people buy financial products they think they need, based on a sales pitch they received.  Later they realize they simply bought something, don’t actually know how it works and that they really don’t have a plan only a product.

Often products are sold based on agent commissions or incentives, not necessarily with the client’s best interests at heart.  We established “SOLUTIONS FOR EVERY RETIREMENT” so we could remain, free from the influence of sales incentives and commissions.  This allows us to provide our clients with the best products for them and their plan.

Designing your retirement plan should be done first.  Purchasing the products to execute that plan is secondary to the overall strategy.  Our mission is to design “SOLUTIONS FOR EVERY RETIREMENT” that grow your assets safely, provide you with a lifetime income ( If needed ), protects your estate from nursing home spend down ( If necessary ), and transfers your assets to your heirs in the most tax-efficient manner possible, avoiding probate, at your death.

Our goal is to implement “SOLUTIONS FOR EVERY RETIREMENT” in an organized manner that is easily understood so our clients can make knowledgeable decisions about each aspect of their retirement.