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We work side-by-side with you to achieve The S.M.A.R.T. Lifestyle, using a variety of strategies to accomplish your financial objectives.
We analyze where you stand currently, and based on your desires, we determine how to get you through retirement without running out of money.
We review all of your sources of retirement income and check to see if there is a shortage for your ideal lifestyle. We then come up with a plan of action to help you achieve the retirement you deserve.
We work closely with accountants to minimize taxation on your income.
We work with attorneys to determine how you can pass your wealth to your heirs and protect your assets.
We help clients prepare for retirement using a range of tools to accumulate wealth, and then preserve that accumulation using guaranteed tools with safety of principal.