Explore Your Financial Toolbox

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement, it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk: including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen, and, in some cases, to help preserve your assets for future generations.

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.