Tax & Investment Advisors
Retirement Freedom Solution


We help individuals and families work toward achieving their ideal retirements.

Your Dreams Matter

After years of hard work, you have the right to a stress-free retirement. And if you want to sleep easy knowing you have made the right decisions for you and your family, you need a plan. Discover how you may be able to more confidently enjoy the financially free life you and your family deserve, regardless of the economy, stock market or decisions made by politicians in Washington, D.C.

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The Retirement
Freedom Solution

The purpose of the Retirement Freedom Solution is to help you make smart decisions with your money. It was developed to provide you a simple yet comprehensive step-by-step solution to optimize retirement income, reduce taxes and manage the biggest risks to your retirement security.

1 Income Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:

  • Income & Expense Analysis
  • Social Security Maximization
  • Inflation Planning
  • Spousal Planning
  • Organizing, tracking and testing the plan
2 Investment Planning

Once your income is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:

  • Risk tolerance assessment
  • Fee Transparency
  • Volatility Control
  • Coordinating assets to achieve your goals
3 Tax Planning

Any comprehensive Retirement Plan will include a strategy for tax liabilities. This typically includes:

  • Financial planning software to make the best tax decisions
  • Required Minimum Distributions planning
  • Roth Conversion analysis
  • Tax-Deferral
  • Reviewing account types, titling and beneficiary designations
4 Health Care Planning

A comprehensive plan will also have a strategy for addressing rising healthcare costs. This typically includes:

  • Creating a plan for future health care expenses
  • Looking at all aspects of Medicare, Parts A, B and D.
  • Analyzing options for a Long-Term Care Plan
5 Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most efficient manner. We work collaboratively with a qualified Estate Planning Attorney in completing your plan. This typically includes:

  • Drafting, reviewing or amending your Living Trust
  • Power of Attorney Documents
  • Funding your Trust
  • Titling your accounts properly and updating your beneficiaries
  • Grandchild/Child Life Plan
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Ready to Take
The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a workshop.

Or give us a call at 978.255.1128