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We can help you reduce your taxes and protect your assets as you plan for your retirement years. The goal is clear: Maintain the lifestyle you have earned and have the ability to help your family. We can also assist you in tax planning, estate planning, wills, trusts and charitable giving.

Remember: We always stay current with new legislation and unexpected, game-changing developments, such as COVID-19. Give us a call. Let’s get started.

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Annuities
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Annuities

Long-term financial security is everyone’s objective. We can show you how various annuities can guarantee you retirement income.

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Annuities
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Fiduciary Services

There are occasions when families require the services of a professional money manger to help manage their assets. As a fiduciary, our responsibility and legal duty is to act in the best interest of our clients.

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IRA/401K Rollover
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401(k) to IRA Rollover

What to do with your 401K funds when you retire or are no longer working with the same employer? An IRA rollover is an option worth exploring.

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IRA Legacy Planning

You want to help your children and grandchildren benefit from your prudent investments. Increased payouts – and minimized taxes – can be achieved through strategic IRA legacy planning.

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Life Insurance
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Life Insurance

Life insurance may seem like a dated concept. We have news for you: If you want to take care of your family in the future, you need to explore this option.

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Retirement Income Solutions
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Retirement Income Solutions

More than anything, you want to know how to generate income from your portfolio when you reach retirement without shrinking your principle. That topic is firmly in our wheelhouse.

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Wealth Management
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Wealth Management

Generally, we promote conservative investments to decrease risk and increase the opportunity for a comfortable retirement. There are occasions when higher risks are called for. We will advise you on which path to take. And when.

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