What We Do

People typically have three fundamental questions:

1. How much do I need to save every year?
   
2. When can I retire?
   
3. How much can I spend in retirement?
   

If you are retired, you may instead have a single, critically-important question: How much can I spend every year without running out of money?

Our work together includes analyzing your situation and answering these questions in a way that is consistent with your family’s priorities.

Answering these retirement planning questions is only one component of a good financial plan. Other components include investments, insurance, estate plans, and taxes.

We can help identify and correct the common problems plaguing retirement plans such as:

• Paying too much in fees and expenses
• Meager investment options
• Poor plan design
• Lack of service and maintenance

 All of these affect your bottom line and will reduce the amount of money you will have in retirement.

In today’s times, very few of us maintain and repair our own automobiles because we lack the proper training and time. For many business owners, it’s the same with having a retirement plan. It becomes necessary to enlist the services of a professional.

We specialize in working with small professional groups like yours. We want to ensure that you have the right plan in place for your company.

Our clients choose to work with us because we take the time to get to know you and discover what your needs are in having a retirement plan. We will review your current plan, evaluate alternatives, and make recommendations that are suitable to your plan’s needs.

Most importantly, you can count on us to be there to provide ongoing support and service so you are able to focus on what you do best – running your business.