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Our relationships with many of the strongest financial custodians and insurers in the world ensure a myriad of options and strategies that give our clients peace of mind.
The Companies We Keep
What We Do
Fee-Based Investment Management
As a firm, we believe that the only proven way to manage wealth correctly is to follow rule-based approach that eliminates human error and emotion. By teaming up with Navellier Calculated Investing, we have been able to provide our clients with dynamically managed private accounts that are actively traded in order to meet their objective.
Retirement Income Planning
Most clients we meet understand that they need to have a plan of action heading into retirement. After all…the “accumulation” phase is over, and now it's time to pay yourself back. The truth is that “decumulating” an asset safely is a far trickier landscape to navigate, and in a low-interest economy, it can be downright dangerous.
Annuity & SSI Maximization
How good is a guaranteed paycheck each month if it’s less than it could be? Throughout your retirement, you’ll draw on several sources of income, and we believe each one should be scrutinized to ensure that it’s paying the most it can.
Wealth Transfer & Legacy Planning
Many of our clients have been extraordinary SAVERS, and not only enjoy an active and fruitful lifestyle but know that they will leave something behind to loved ones. As tax implications loom greater each year, there is an imminent need to begin creating an “economy-proof” legacy plan to ensure minimal or even zero taxes be paid on inheritance.
Medicare Insurance Advisory Services
Transitioning from employer-paid healthcare or an individual plan to Medicare can be confusing. With over 10,000 people each day turning 65, the landscape has become overwhelmed with supplemental salespeople and a phone that seldom stops ringing.
Legal & Estate Planning
Every day, individuals and their families are affected by catastrophic illnesses. What if a loved one suffers a stroke, develops dementia, or cannot care for themselves due to aging? Events like these can often lead to people losing their assets due to the cost of long-term care.
How We Do It
“Financial Planning” has become a universally used term for salespeople. Unfortunately, when you are building a retirement portfolio, the last thing you need is to be “sold” anything. In an environment that encourages a buy-and-hold mentality, I’ve seen clients sit flat over decades. The Wall Street System has pampered advisors with lavish commissions while doing very little to actively manage the investments. The results have been dismal, with almost every mutual fund underperforming the SP500 while the fees keep Wall Street’s pockets lined.
There are three primary pillars of great planning in the retirement market:
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Pressroom
Our firm is proud to be featured in the following publications:
What Women Need to Know About Planning for Health Care in Retirement
Featured on the U.S. News website.
Read moreHow to Help Your Children Avoid the Same Financial Mistakes You Made
Featured on the Senior Outlook Today website.
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