Our Services
Retirement
- Budgeting analysis
- Debt reduction
- Retirement income planning
- Right Capital Planning software
Legacy Planning
- Work with your estate attorney or recommend a local attorney
- Act as an investment fiduciary for your Trust
- Charitable strategies
- Family gifting
- Inheritance maximization
Risk Management
- Life insurance
- Disability insurance
- Long-term care insurance
- Home, Auto, Commercial, and Umbrella insurances
Investments
- Retirement account options (personal & business)
- Advisory management for active management
- Mutual funds for passive management
- Annuities options for maximization, income, or protection
- Alternative options for diversification and income
Tax Planning
- Work with your CPA or recommend a local CPA
- Tax mitigation and reduction strategies
- Roth IRA conversions
- Social Security maximization
