We help our clients grow their retirement nest egg with an emphasis on risk management. We design a plan for our pre-retirees and retired clients that will provide a reliable, guaranteed source of income for as long as they live. We help clients to remove risks off of their retirement table. This strategy provides certainty and peace of mind during retirement.
Our goal is to help you build a bridge from your current financial state to your future retirement.
Our goal is to help you build a bridge from your current financial state to your future retirement.
Services
I help individuals make the transition from their work life to their retirement life. As you get closer to retirement, you will have to make some of the most important financial decisions of your life. Most of these do not get a do-over. My goal is to help you get the most out of your retirement assets.
Most people use their 401k as their main source of saving for retirement. Employers provide general 401k education but they do not give you specific advice on which funds to use. 93% of plan participants are not getting individual personalized help. Therefore they never adjust their investments for risk or market conditions.
What are you doing to build your bridge between your current financial state and your future retirement? The Asset-Map helps us and our client get a clear picture of his or her current financial state. Target-Map helps us and our client determine if he or she is on track to meet their retirement goals.
Medicare (Parts A&B) only pays for 80% of your Medicare related bills. Therefore, you are responsible for the remaining 20%. These costs include co-payments, co-insurance, and deductibles. This 20% is known as the Coverage Gap. Medicare Supplement or Medigap Insurance enhances your Medicare by paying for medical expenses in that 20% gap.
We create customized, disciplined portfolios that align with your risk tolerance, values, and financial objectives. We provide ongoing support to your portfolios as market changes occur to ensure that your investments stay in alignment with your objectives. We have a unique strategy that combines risk management with a disciplined, rules-based investment process.
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