Services

While we tailor each financial strategy to the needs and goals of the individual client, there are 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 your 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 kids or grandkids college, or passing money to a charity, there is 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 your want to pay all the taxes you owe – but not a penny more. Elimination of duplicative or unnecesary taxes is part of your strategy.

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