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Create a retirement you love.

Plan and Invest so your monies create the life and legacy of your dreams.

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About UsPartner with a Team
that Cares

We bring our skill and decades of hands-on experience to bear on your unique financial situation.  There are no “cookie-cutter” solutions with us.  The reason is simple: everybody’s financial and life situation is unique.  As a result, we prescribe custom solutions even to clients who may appear to be similarly situated.

ServicesHere is How We Can Help.

We act as your personal CFO (Chief Financial Officer).

  • Tax Management

  • Managing Cash Flows

  • Risk Management

  • Customized Portfolio Management

What We DoSomeone You Can Trust

We understand the importance of entrusting your financial affairs to reliable hands. We will honor your trust by providing dependable support every step of the way.

Pre Retirees and Retirees

We specialize in working with people who are retired or close to it  Our expertise best suits the unique needs of retirees.

Small Business Owners

We help Small Business Owners solve a variety of common problems such as:  Working Capital Management, Risk Management, Tax Management, Key Employee retention, Retirement Planning and Exit Strategies.

Growing Families

Growing Families

a. Risk Management (Proper and well designed amounts of Life Insurance)
b. Optimize College Funding strategies
c. Creation of a Retirement Plan
d. Align Investment portfolios with risk tolerance

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Folks 5-10 Years from Retirement

Folks 5-10 Years from Retirement

a. Creation of a viable Retirement Plan
b. Align Investment portfolios with risk tolerance
c. Risk Management (Long Term Care optimization)
d. Estate Planning/Charitable Giving strategies

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Retirees Who Won’t Return to Work

Retirees Who Won’t Return to Work

a. Creation of Increasing Lifetime Income Strategies
b. Strategies to handle longevity and investment risk
c. Income tax management strategies
d. Estate Planning/Charitable Giving strategies

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Small Business

Small Business

a. Liquidity Management
b. Key Employee Retention
c. Proper Owner Comp Consulting
d. Profit Margin Improvement

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Small Business<br/>5-10 Years from Retirement

Small Business
5-10 Years from Retirement

a. Key Employee Retention
b. Creation of a viable Exit Strategy
c. Profit Margin Improvement
d. Manage Owner’s larger assets

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Small Business<br/>on the Verge of Retirement

Small Business
on the Verge of Retirement

a. Key Employee Retention
b. Help Implementing Exit Strategy
c. Owner Retirement Planning
d. Help Owner hand off their “baby”

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How do I wisely manage the risk of a long-term care need? 

How do I guarantee there is something for my heirs?

How do I plan for my lifetime when I don’t know how long I am going to live?

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