Retirement Planning

Our Process

There is never a fee to sit with us and have a plan drafted by one of our Fiduciary Investment Advisor Representatives and Estate Planning Attorneys. Typically a 3 step process:

Step #1

Consultation meeting:
-A 60 minute visit to understand your plans, wishes, concerns and needs

Step #2

Social Security Planning Report
Comprehensive Social Security planning starting with a complimentary multi strategy report tailored to each individual client within a household.

Portfolio X-Ray Report
Complimentary Report. This is an in depth look into a client’s current IRA and Investment accounts that reveals strengths, weaknesses, strains, fees and returns.


We present a plan proposal that features lifetime income, tax and market loss mitigation, addresses long term care needs, Medicare insurance, Social Security and legacy planning