Here's how we help:
Income Planning
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Many people have the question "how much money do I need to retire?". Well we can give you the answer. We help you understand your Social Security and Pension options and how you can coordinate these benefits with retirement savings to create consistent income throughout your retirement years. |
Wealth Management
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Helping you secure a strategy that fits your individual situation, while finding the right balance between risk and return. We even have solutions for "lazy money" just sitting in your bank account earning low interest. |
Medicare
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There are many avenues to take when it comes to your health insurance. Our independent agent Michael Leipzig can talk with you to determine the best option with the only compensation being your time. |
Legacy Planning
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Working closely with an estate planning attorney to determine what legal documents or tools you need or that may need updating to help with your wealth transfer goals. |
Tax Planning/Reduction
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Coordinate the different types of money you may have in your portfolio (taxed now, taxed later or taxed never/seldom) to reduce tax exposure. We work closely with tax professionals to create a plan that is financially sound and tax efficient. |
