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For most folks, you can't save enough for retirement. And usually, with very few exceptions, there's no wrong way to save. There might be more efficient ways, but it's always good to save. Saving through your employer, in a 401K, 403B, 457, Simple IRA or SEP IRA are common avenues for retirement savings. At retirement, most people want guaranteed income. The biggest worry is outliving our resources. Frankly, we're living too long. Pension plans are hard to find these days. 401K plans have become very popular. So it is up to individuals to save for their own retirement, rather than depend on employers giving us pension plans. We try to help our clients create their own "pension plan".

​We'd rather see you sit down with a professional, face to face, and discuss a plan.
A plan will utilize these, as well as other options for
future savings and retirement income.

We place a strong emphasis on relationships. Our clients work with us because of these relationships. We like to take tax implications into all of our advice. Since we have a comprehensive knowledge of the tax code, we form a strategic plan to take advantage of the most efficient way to take retirement income.



Click HERE to set up an appointment.

We work with clients in all aspects of retirement planning:

  • Young professionals just get started

  • Middle-aged clients, whether behind in their savings, or diligently saving enough

  • Clients near or at retirement age. We effectively and efficiently re-allocate IRA's and employer retirement plans into retirement vehicles that get our clients to their desired destination.

What about Social Security or all those employer retirement plans?

It's our opinion that Social Security will indeed be around for a long, long time. The benefits may change, but we're confident something will be there. Previous employer's retirement plans should always be transferred to IRA's. There is absolutely no reason to leave them behind. Find a professional you trust to assist you.

Here are some links to helpful websites:

    Social Security:

    CNN Money:

    Life Happens:


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