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Pre-Retirement PLANNING FOR ANY AGE
EARLY RETIREMENT PLANNING - reviewing the possibilities of retiring early - FREE computer income report.
RETIREMENT INCOME - how much do you need to save to live to age 100!
THREE WAYS TO INCREASE RETIREMENT INCOME - plan the way you take retirement income.
SAVING FOR RETIREMENT - FREE computerized report to see if you are meeting retirement saving goals.
EMPLOYEE BENEFITS - learn to maximize your employee benefits!
401(k) AND IRA INVESTING - FREE advice on how to safely manage your savings during uncertain times.
RETIREMENT PLANS - getting safe, diversified growth in a “risky” investment climate.
LIVING TRUSTS - trusts help eliminate probate and minimize legal costs.
WORKING CHILDREN OR HEIRS - being fair and equitable with working and non-working heirs.
GETTING OUT OF DEBT - how to pay off 100% of all debt and live the golden years “financially free”!
MORTGAGE & REFINANCING - reputable firms can save you thousands of dollars, but avoid trick financing.
HEALTH INSURANCE - make certain that you are properly protected for retiree health insurance.
LONG-TERM CARE INSURANCE - why you need to review all options now to save thousands of dollars.
ASSET PROTECTION PLANNING - learn why business owners should not have assets owned by the business.

TAX PLANNING
MINIMIZE TAXES - plan to lower taxes on retirement income.
SOCIAL SECURITY - eliminating the Social Security penalty tax after retirement.
PASSIVE INCOME - minimize taxes on passive incomes such as interest, capital gains and dividends.
1099 TAXABLE INCOME - learn how to avoid taxes and 1099s on mutual funds, stock and bond accounts.
PRIVATE RETIREMENT PLAN - tax favored ways to set up your own private supplemental retirement plan.
FREE TAX REVIEW - to evaluate ways to avoid estate, gift, inheritance and income taxes.

RETIREMENT, POST-RETIREMENT & SENIOR PLANNING
RETIREMENT INCOME - FREE retirement monthly income evaluation.
RETIREMENT PLAN DISTRIBUTIONS - understand why you normally do not take a monthly pension income.
RETIREMENT PLAN ROLL-OVER - why a direct IRA roll-over may protect funds should you live a long life.
INVESTING IN UNCERTAIN TIMES - how to protect your principal and grow your retirement safely.
INSURANCE PROTECTION - what do you really need regarding all forms of insurance?
EMPLOYEE GROUP BENEFITS - two key areas to review, health insurance and retirement income options.
EARLY RETIREMENT PLANNING - you need a thorough retirement plan & analysis to make a sound decision.
LONG-TERM CARE INSURANCE - how long can you finance your own care should you face disability?
SHOPPING MORTGAGES OR REFINANCING - wish to reduce interest costs or finance a business need?
ELDERLY PARENTS - learn strategies to protect business and personal assets from the cost of living to 100!
ELDERLY PARENTS - do estate planning to protect heirs from income, estate and capital gains taxes.

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WITH TODAY’S LIFESTYLE TO TAKE TIME TO PLAN”

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