Retirement Strategies

Our firm takes pride in providing comprehensive retirement strategies to our clients. Rollover or transfer your IRA, 401(k), 403(b), 457(b) and other qualified retirement accounts, without any tax consequences. We have a lawyer on our team with a master’s in taxation to help preserve your estate from unnecessary or excessive taxes.

Income For Life Retirement

Some retirees underestimate the impact a big market loss may have on the future of their income once they retire. With the right plan, you can earn money in a safer money alternative, while generating optional lifetime income that you and your spouse cannot outlive.

Tax Planning

Perhaps the most impactful piece of retirement income planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your family legacy.

Social Security Optimization

Your Social Security retirement benefits represent a lifetime of saving, time, and hard work. “For an eligible beneficiary who claims Social Security upon reaching full retirement age in 2022, the highest possible monthly payment is $3,345. For one who does so at age 70, it’s $4,194."

Long-Term Care

U.S. medical bills and indebtedness are responsible for 66.5% of all American personal insolvencies. Every year 530,000 American families file for bankruptcy due to medical bills.

Estate Planning & Trusts

Trusts are often used in estate planning to take advantage of favorable tax treatment, to place conditions on the use or distribution of assets avoiding probate.


Our clients always come first, and we’re committed to working with you based on your time horizon, needs, goals, and risk tolerance. A real concern of people in or near retirement is whether their money will last their lifetime. We focus on implementing protective retirement strategies and assisting people in maximizing their Social Security benefits by presenting free educational classes.

To attend a complimentary Social Security and Retirement University class in your area click here to register for an upcoming class or you may call (800) 957-0403 if you are unable to attend to request your complimentary Social Security analysis.

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