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- Retirement planning – We help you make the most of your employer-sponsored retirement plans, such as 401(k)s and IRAs and determine how much you need to retire comfortably.
- Investment Management/Retirement Income Strategies - We help you manage your assets before and during retirement by working with you to create a retirement income strategy, using your investments to supplement other sources of income such as Social Security and/or pensions.
- Estate investment planning – We work with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
- Risk management - Existing insurance policies, annuities and long-term care policies should be reviewed periodically to make sure they are still serving the original purpose they meant to serve when purchased.