Helping professionals and working families

reduce taxes, eliminate debt
and increase spendable income.

We have discovered, over years of working with individuals just like you, that no matter who you are or what your circumstances, everyone is uneasy about something regarding their retirement future, but they’re not sure why or how to fix it.

Our proprietary process, The Retire Abundantly Roadmap™, empowers you to make better-informed decisions about your finances that feel right to you.

The purpose of this process is to lay out a customized plan (a roadmap) to help you protect your retirement assets, to show you how to minimize taxes and to help you design a financial strategy that will enable you to fully enjoy your retirement years without worry.

Our services and products

We can help you devise the right retirement strategy for your goals, using a variety of high-quality products and services. Plan wisely for every phase of your financial future, including growing your retirement value, preserving your nest egg and creating a legacy plan to provide for the people and causes you cherish.

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Retirement Income Strategies

Take steps to ensure your retirement income will support your ideal lifestyle and long-term needs. We’ll take a closer look at your current state, your retirement outlook, how to successfully and legally reduce your tax liability, and other proactive strategies to protect and grow your financial future.

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Asset Protection Strategies

Do you have business or other key assets that may require legal protection? Let’s evaluate your situation and identify any necessary steps you might take to preserve your high value assets.

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TAX-EFFICIENT STRATEGIES

Knowing what tax advantages apply to different investments can greatly impact the long-term value of your investment portfolio. Apply our extensive knowledge of tax strategies to help reinforce and strengthen your retirement plans.

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LONG-TERM CARE STRATEGIES

Not everyone has savings to cover the cost of a nursing home, home health, or other adult care assistance past the age of 65. No one should fear facing a debilitating or chronic condition in retirement that depletes their savings and affects their legacy plans for their family. We’ll help you navigate the world of long-term care insurance and see what options might be best for you.

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LEGACY PLANNING

Every estate planning situation is different and the decisions you make have far-reaching impact on the people, causes and organizations you care about most. We offer discussion, recommendations and useful research tools to make estate and legacy planning simple, efficient, and worry-free. We’ll help you evaluate all your assets and cover all the bases, so your plans are executed in the way you intended.

LET’S GET YOUR ROAD TO RETIREMENT

ON THE RIGHT PATH

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.