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Retirement Planning

Need a Retirement Plan? We can help.
It's difficult to know when to retire and most importantly...if you are ready to retire. You may be asking yourself, “How much money do I need? What pension option should I choose? Will my spouse be okay if something happens to me? ”
We can help you find the answers to these questions by examining your current expenses, calculating Social Security and estimating any gaps left when combining with other income sources. 

We will create an action plan while explaining the various investment options that will allow you to select the appropriate option to help you live in financial security throughout your retirement.

Investment Planning

We can help you design an investment strategy based on your goals, timeline, and risk tolerance so you have an approach that helps address your needs. We will talk with you regularly to review results, and are always available to discuss concerns and answer questions.

Life Insurance

One of the most common reasons for buying life insurance is to replace the loss of income that occurs when someone dies. Proceeds from life insurance make cash available to help support your family almost immediately upon your death and can help pay off debts or leave an estate for your heirs. We will determine how much life insurance you need and can afford while helping you navigate and understand all the different options.

Long-Term Care Insurance 

It’s unpleasant to think of a day when we might require physical help and, it’s even worse to think about not being able to pay for it. We can help you determine if long-term care insurance is right for you and when you should apply for coverage.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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