801 West Bay Drive,
"WE COORDINATE & COLLABORATE WITH CPA’S AND TAX ATTORNEYS IN ORDER TO HELP OUR CLIENTS PURSUE THEIR GOALS."
"A POINT IN A PERSON’S LIFE, WHERE THEY HAVE THE LUXURY OF DECIDING HOW TO SPEND THEIR DAY!"
FINANCIAL PLANNINGPlanning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.
Learn MoreWEALTH MANAGEMENTTo be the partner of choice for individuals and business owners with a goal to get them to a point in life where they have the luxury of deciding how to spend their day.
Learn MoreRETIREMENT INCOME PLANNINGPrudent investors should be adequately compensated for the risks they assume, positioned for high probability of success relative to their goals, & exposed to potentially avoidable catastrophic risks.
The goal of retirement planning is to achieve financial independence so that working is an option and the risk of running out of money is eliminated. To help towards this goal, we educate you on how to use Traditional & Roth IRA’s plus some alternative strategies to create a mix of taxable and tax free income. We are able to help you make sense of your current situation as we guide you down a path of saving more money and taking less risk in order to pursue your retirement income goals.
Even if you haven’t started saving yet, you have a nest egg and don’t know what to do with it or you are already in retirement and would like some help striving to ensure your income lasts all of your retirement years.
We all have different goals of how we would like to retire. Some of us have goals of being able to golf or fish everyday, while others goals of being able to travel and enjoying their grandchildren while they are young. How do you define your retirement? What does a fulfilling retirement mean to you?
You’ve worked hard throughout your life and have done a lot of good. Now you need to make sure that your money lasts throughout your retirement. The amount of income you’ll need is based on a number of considerations: where you’ll live, how much you’ll travel, to what degree you may continue to work, and much more.
With a retirement income plan in place, this aspect of your future is defined.
Our relationship means that your phone calls will get answered by a live person or returned within 24 hours. You will get called when your accounts are doing good and not so good. You will receive a call when a child is born or there is a death in the family. You will receive honest, intelligent advice that fits your needs and budget. You become a valued member of our family with direct access to me.
Unlike some financial professionals, we realize that a successful plan for growth is in the relationship.
We believe that a sound foundation of protection is the key ingredient to a successful retirement plan. Life and disability income insurance should be maintained in an amount equal to your full economic value. You should consider consulting with your auto insurance broker to discuss an excess liability umbrella policy, this is going to protect you in the event of a certain lawsuits. Lastly you should consult your attorney and make sure that your wills, trusts, and power of attorney’s are in place and updated.
By ensuring that these areas of your life are taken care of you can rest easy knowing you are fully protected and able to take advantage of opportunities that may arise now or in the future.
If you are in your early 40's and are concerned about starting your retirement savings late in life, we have a options for you... Even if you have no savings at all or have very little put away.
If you are 55 and facing the possibility of not being able to retire, we can help… Even if you feel it is impossible to achieve.
Whether you are 35 or 65, proper retirement planning is a key ingredient in pursuing an amazing retirement.