What Exactly Do you do?
We provide advice concerning retirement, and estate planning. We offer a full suite of insurance products including: health, life, disability, annuities, etc. We offer end of life help where the spouse does not need to fill out one piece of paper. We offer services to help complete all titling and beneficiary designation in an effort to avoid unneeded taxation and probate.
How Much Money Do I Need To Retire
The answer is different for each person and depends on your budget and income, prior to and after retirement. We can help establishing a realistic budget, and discuss the funds needed to be financially stable in retirement.
What kind of diversification should I have before and after retirement?
Every person and family is not the same. The answer is developed after getting to know you, and what your concerns and goals are.