Retire the way YOU want. Don’t let the lack of a plan get in the way of the future you’ve always imagined. With our experienced team, we can help you create a plan that tackles obstacles so you can focus on what matters most in this new and exciting stage of life.
- 401(k) management, plan implementation, rollovers
- IRA Plans – Traditional, Rollover and Roth
- Retirement Income and Budget Planning
You don’t have to feel that you’re at the mercy of the markets. With asset allocation and financial planning, we can help you diversify your portfolio to reach your individual goals.
- Comprehensive financial and retirement income planning
- Asset allocation planning
- Cash flow plans
Investments and Portfolio Management
Proper portfolio management can help you ride out market volatility and get you ready for the future.
- Equities (stocks) – Listed and OTC
- Bonds – Corporate, Government, and Municipal
- No-Load Mutual Funds
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Equity Indexed Annuities (EIAs)
- Institutional Money Managers
Planning for your legacy is vital for the protection and care of your family and assets. By planning ahead, you can help reduce taxes on your assets and give more to your beneficiaries and family.
Insurance is the solution you never think you need until you absolutely have to have it. Having the right insurance solutions in place can prevent the loss of assets in the case of an unexpected tragedy, injury, or property damage.
Real Estate Planning
We review various methods to help protect your property and plan for its transfer to future generations or other beneficiaries. We work with you to evaluate your overall cash flow to determine funding and analyze potential capital gains tax and ways to mitigate tax liability.
Small Business Planning
Having a small business is an incredible idea, especially one that utilizes your existing skills and expertise. Having created, bought, or sold over 20 businesses, Jon shares the same passion for running a small business as many of our clients. We will work with you to:
- Identify your business goals.
- Create a business plan.
- Review implementation strategies to make your vision a reality.
Education and College Planning
We help you create a college savings plan based upon your cash flow needs, including 529 plans.
Once you turn 65, there is a 70% chance you’ll need long-term care at some point.1 Women, on average, need 3.7 years of care while men typically require 2.2 years.1 Long-term care planning is an important part of retirement planning since long-term care costs can derail your retirement. Talk to us about adding it into your overall retirement strategy.