Nearing retirement or recently retired and have over $500,000 in investment/retirement accounts?
Looking to delegate the management of your monies to a team of professionals?
Wondering how to create a retirement paycheck from your investments without using annuities?
Would you like a guide to help you:
– Understand what’s possible with the resocurces you have?
– Utilize charitable giving strategies in a tax-efficient manner?
– Analyze your Social Security options and review your Medicare coverage annually?
– Avoid mistakes and uncover blind spots?
Would you like to work with an advisory firm who:
Provides clear recommendations, simplifies complex issues, spells out your options, & eases decision-making?
Helps you understand the “why” behind their recommendations?
Offers you distinctive guidance without an incentive to sell financial products or earn commissions?