Family Wealth Management

One of the major goals of today’s retiree is maintaining a quality lifestyle throughout retirement and leave a legacy for their children and grandchildren.  Today’s retirement is longer and more complex than ever.  No matter where you are in life, our team can deliver simple tax-efficient financial solutions to make sure you are on the right track. We can assist you with:

Retirement Income Planning

• Preparing for transition into retirement
• Rollover/IRA planning
• Roth conversion strategies
• Social Security claiming strategies
• Pension & longevity planning
• Required minimum distributions
• Tax-efficient retirement income plans

Investment & Tax Services

• Asset allocation & portfolio management
• 529 Plans/education plans
• Real Estate investments
• Traditional & Roth IRA’s
• Tax avoidance strategies

Insurance & Estate Planning

• Life Insurance & annuity analysis/planning
• Long term care & longevity planning
• Tax-efficient wealth transfer
• Legacy planning    

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