We are Financial Professionals
Financial & Insurance Services
We aspire to be trusted partners, walking and working side-by-side with individuals, couples, and families to and through retirement; and celebrating alongside them as each of their well-deserved retirement goals are met or exceeded.
Enhanced Planning
Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Income Planning
We’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Long-term Care
It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Retirement Planning
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Looking for More Information?
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.
Color of Money
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
Generational Vault
Your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Schedule Your Complimentary Analysis
Contact us today to schedule a complimentary consultation to discuss your retirement strategies.
If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.