43 British American Boulevard
We have dedicated our practice to helping people retire successfully. We want to see you live out your passion in retirement, living life to the fullest. To help you get there, we handle all the financial aspects of preparing for retirement from developing a comprehensive financial plan and designing a customized income distribution strategy to asset management, tax planning, Social Security planning, wealth transfers and life insurance strategies.
In addition to specialized technical knowledge, what separates our firm from all the rest is our service and the quality of the long-standing relationships we form. Because we get to know you well – your personality, attitudes, and concerns, in addition to your goals and financial situation - our service is proactive. We reach out to you in anticipation of your concerns as events occur or markets shift, and we’re here to answer questions. After all, the only silly question is the one that you don’t ask.
Mutual FundsExchange Traded FundsCommon StockBondsTreasury BillsGovernment SecuritiesTreasury NotesBrokerage AccountsEducational IRACollege Plans
401 (k) Rollovers403 (b) PlansIncome Distribution PlanningSocial Security PlanningMedicare PlanningTax PlanningPension Maximization PlanningTraditional IRARoth IRASEP IRASimple IRAEstate PlansWealth TransferAnnuitiesMoney Purchasing Plans Profit Sharing Plans
Long Term Care InsuranceLife Insurance StrategiesDisability Insurance
firstname.lastname@example.org | 518-724-5004