Risk ManagementPROTECTING ALL THAT IS YOURS
Then, we tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you protect your overall financial plan, your way of life and your ability to reach your goals even when the unexpected happens.
Maintain Your Health
We help prepare you and your family for the unexpected by ensuring you have the right types and amounts of insurance, including disability insurance to provide income if you are unable to work.
Maximize Your Retirement
Secure Your Legacy
We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.
Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of...
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey...
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable...