Our Schedule of Services
Cost of services based upon a percentage of assets under management (AUM) of $500,000 or more.
Income Tax Strategies
Retirement Income & Distribution Planning
Estate Planning & Risk Management
Regularly Scheduled Reviews & Updates
What we believe makes us unique
Our Schedule of Services includes a comprehensive review of Lifestyle Based Investing™, tax reduction strategies, and risk management, along with estate and retirement planning recommendations.
- Over 100 years of combined experience specializing in retirement planning and helping those who are suddenly single.
- Regularly scheduled meetings to discuss your personal situation and update your goals and plan.
- Regular newsletters and tax updates.
- Periodic client education and appreciation events.
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