Investment Management Services
We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of investment management services.
401(k) & IRA Rollovers and Conversions
One of the most important and misunderstood aspects of owning an IRA or 401(k) is how you should approach taking income or withdrawals from those accounts. If you don’t know the rules, you can end up paying more in taxes than you have to. We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.
Life Insurance and Long-Term Care
You can’t control all the circumstances that might shake your financial stability, but you can take steps to help improve your financial resilience in retirement, and life insurance is one of those things. We can help ensure you have the right insurance policies in place to help protect you from the unexpected.
You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. We’ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement—so you don’t pay any more in taxes than you’re legally obligated to.
Estate & Legacy Planning
Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning. Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place.