Our Services

We offer independent retirement planning and advice specializing in allowing clients to have a guaranteed income for life that they cannot outlive. We can help provide solutions in the following key areas: 401k Rollovers, IRA, ROTH IRA'a, Life Insurance, and other related retirement planning and public and teachers retirement system pension.

Our services are designed to help you answer the following questions:

 

• What will I receive from the state retirement system when I retire?
• How can I guarantee that I will not outlive my income?
• How can I share in the market growth but be protected from the downside risk?
• Can I participate in a bonus or matching retirement plan?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What is the best way to save for college?
• How can I reduce estate taxes and preserve more of my assets for my heirs?
• Do I have the right amount of life insurance?
• How can I reduce my exposure to risk?
• How can I get more from my investments?