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Let’s aim for the green together. 

We collaborate with experienced CPAs to provide a personalized approach. Our ultimate goal is to help you prepare for the future so you can get back to doing what you love—no matter what it is. 

WHAT WE OFFER

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Services

Retirement Income Strategies

If you’ve been saving your whole life but wonder if it’s enough to last, now’s the time to take a closer look and address any concerns. Our tailored strategies are designed to help you fill any potential income gaps and keep your retirement on track.


Here’s how we do it:


  • Reviewing all income streams: defined benefit pensions, investments, Social Security, etc.
  • Identifying potential risks and creating a distribution plan for each income stream.
  • Exploring annuities as a potential strategy to fill gaps and reduce risks.

Tax-Minimization Strategies

Do taxes leave you stressed? Worried you might be under- or overpaying? We’ll take a closer look at your current situation and explore tax-minimization strategies that could keep more money in your pocket. 


Our approach includes:


  • Reviewing your tax situation and any concerns about over- or underpaying.
  • Exploring retirement strategies and insurance options that could reduce your tax burden.
  • Working with your CPA or accountant to ensure everything lines up.

Legacy Planning

Do you have a plan to leave a legacy for your loved ones or favorite causes? It’s more than just financial resources—your legacy could provide ongoing support for a spouse, children, grandchildren, or an organization that’s important to you.


We’ll help you plan by:


  • Reviewing beneficiaries on all existing financial and insurance accounts. 
  • Reviewing life insurance coverage and sourcing additional policies if needed. 
  • Working with your attorney to help create wills, trusts and other documents. 

Long-Term Care Insurance

Worried about health care costs as you age? Even with health insurance or Medicare, you may need extra coverage for care down the road. Long-term care insurance can help manage future expenses, whether you’re receiving care at home or in a facility. 



Here’s how we can assist:


  • Discussing potential health care assistance needs. 
  • Sourcing policies based on needs and budget.
  • Setting up policies and servicing the policyholder.