Combining the many years of knowledge and experience our agents are able to take a professional approach to help customize your financial portfolio with a wide array of investment opportunities.  The ability of working with many of the top companies we are able to help you find the perfect solutions to your financial needs. 

Retirement Income Planning

When you accumulate assets, you focus on reaching a specific goal: the growth of your portfolio. As long as you reach or exceed your goal, you’re happy. But when you focus on living off of your assets, you are looking primarily for stability to generate a steady income stream and maintain principal. Market volatility is not your friend.

It’s even more important that before you generate income and make the most of your hard-earned money, you work with a team of professionals to map out a plan for your needs and wants in retirement, and implement a strategy that coordinates all of your assets into a tax efficient income stream that is sustainable for the long-term.

Education Funding

College is a big investment. It is estimated that a child born today can expect to pay more than $212,268 for four years at a public college and more than twice that amount at a private school. *

Various strategies are available to help reduce the cost and make it more affordable.  Any pre-planning and saving you can do, regardless of your child’s age, is highly recommended.

*Cost of a four-year college education including tuition, fees, room, and board. Estimated growth rate of 4.8 percent. Source: The College Board, 2012-2013.

We can discuss the following items to determine what strategy is best for your family:

  • Your family’s financial resources
  • The cost of the colleges your child is considering
  • Your child’s academic profile
  • Your child’s eligibility for financial aid
  • Your eligibility for tax aid

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