Wealth Strategies

Assisting you in reaching your goal of financial independence.

Legacy Planning

Proper legacy planning is one key element of any successful retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.

Retirement Planning

Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach helps ensure that your plan is developed using an all-inclusive view. We have found that many financial-service professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

Social Security

If you’re like many retirees, your Social Security benefit represents years and years of savings and hard work, and may be part of the foundation of your retirement income. Though many Americans have some basic familiarity and knowledge on the topic, far less are able to determine — on their own — the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.