WE OFFER A COMPREHENSIVE LINE OF SERVICES INCLUDING:

PORTFOLIO ANALYSIS

Identify better ways to allocate your resources with the goal of increasing investment performance

TAX PREPARATION/PLANNING

Minimize tax liability now and in the future to grow and preserve assets and generate tax-free income

MEDICARE ASSISTANCE

Select Medicare coverage that best suits your individual healthcare needs and budget

AVOIDING 401(K) MISTAKES

Understand the rules and pitfalls before rolling over your workplace retirement assets

SOCIAL SECURITY MAXIMIZATION

Increase your Social Security benefits by potentially thousands of dollars over your lifetime

ANNUITY INCOME PLANNING

Convert part of your retirement funds into a stream of guaranteed lifetime income payments


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