SERVICES
While we tailor each financial strategy to the needs and goals of the individual client, there are a number of proven techniques that we regularly employ. Your strategy will most likely involve the combination of several of the following:
INCOME OPTIMIZATION
We make sure your income is optimized from Social Security, pensions, and your personal savings. This guarantees you'll have “INcome” rather than “IFcome.”
EMERGENCY BUILDER
Bad things happen to great people and we don’t want you to rob from your income and sacrifice liquidities. We help you implement a plan to handle the unexpected.
REVENUE REPLACER
What if revenue you were counting on each month suddenly went away? Preparation and forethought goes a long way to manage and control a stressful situation.
ASSET BUILDER
With your income optimized and your money liquid, we assist you in building additional assets and opportunities.
LEGACY ENHANCER
What does long term success mean to you? Whether it is paying for your kid's or grandkid's college, or passing money to a charity, there is a way to get it done!
LEGACY DEFENDER
You know how challenging it is to make money, but sometimes defending it against creditors and taxes can be just as difficult.
DYNASTY CREATOR
You can pass your money onto one of three entities: heirs, charities, or the IRS. We help you create a plan so your money goes where you desire – not the IRS.
TAX PLANNER
As a patriotic American you want to pay all the taxes you owe – but not a penny more. Elimination of duplicative or unnecesary taxes is part of your strategy.
RETIREMENT PLANNING
Preparing for the future involves gaining momentum for your aspirations. Retirement offers the opportunity to achieve the objectives you've diligently worked toward, yet it also presents numerous questions.
WEALTH MANAGEMENT
In our planning process, we provide comprehensive in-house wealth management services. These include investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions tailored for individuals.
TAX PLANNING
Effective tax strategies can minimize your tax liabilities, enhance your income, and facilitate the efficient transfer of wealth to family members and charities. Our approach involves making decisions with a focus on tax efficiency.
ESTATE PLANNING
Whether your goal is to leave a lasting legacy for your heirs or support a cherished charitable organization, we can help you integrate an estate planning strategy into your overall wealth management plan. This approach ensures that your intentions are realized while aligning with your broader financial goals.
ANNUITIES
Annuities enhance other retirement plans and, depending on the type you choose, can offer benefits such as guaranteed lifetime income, tax-deferred growth opportunities, assured returns, protection against market downturns, participation in market gains, flexible withdrawal options, and safeguarding your legacy for beneficiaries.
LIFE INSURANCE
The key question isn't just how much life insurance you need, but rather how much financial support your family will require once you're no longer with them. We're here to assist you in making crucial decisions about insurance planning to safeguard your loved ones.
BlairAG
Did you know that we also offer Home, Auto, Farm, Sprinkler and Ranch Insurance? If you’d like our team to put together a free, comprehensive quote for you, please click here.
43%
of Milliennials
(age 25-34) lack any kind of retirement savings
Less than half americans
Have a "rainy day" fund set aside.
only
51%
of Americans are confident they're saving enough
of Americans greatest fear
is outliving their savings.
National Institute on Retirement Security (NIRS). Issues in Retirement Security Report. Retrieved from: https://en.wikipedia.org/wiki/Issues_in_retirement_security. BlackRock Survey. Americans Worried About Outliving Retirement Savings. Fox Business. Retrieved from: https://www.foxbusiness.com/money/americans-worried-about-outliving-retirement-savings. National Institute on Retirement Security (NIRS). Individual Retirement Account Data. Retrieved from: https://en.wikipedia.org/wiki/Individual_retirement_account.
How we can help
Please share a little information about yourself in the form below, and let’s set up a time when we can meet.
