Rollovers are a big decision. These plans offer low cost investment options, but there might be better options like rolling your money into a self-directed IRA. Let’s talk about this and help you make an intelligent choice.
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Rollovers are a big decision. These plans offer low cost investment options, but there might be better options like rolling your money into a self-directed IRA. Let’s talk about this and help you make an intelligent choice.
Are you aware of the various health insurance plans appropriate for you and your family? Contact us to talk over the various options you have. Health insurance costs will easily be the largest single expenditure you face after retirement so it needs to be planned carefully.
Annuities offer safe predictable income every month for you. We are able to shop the entire market for you once we know who you are as an investor and what your goals are. Are you risk averse? Are you one who will take some chances? No matter who you are, we can match an annuity to you.
We serve employees leaving the service of the Federal Government. Let’s talk about what you want to do here as you walk into retirement. Are there programs you will be allowed to continue after leaving work? Are there more/better options beyond the scope of what the Federal Government offers you?
Are you nearing the end of your working career? Do you want to be sure you have a predictable regular monthly income after you retire?
Do you have a post-retirement life insurance goal or even obligation? Allow us to explore your needs here and help you make a good decision. In the private sector, you will lose your group benefits when you retire. FEGLI benefits can be an option but also get more expensive as your grow older. In this context we can also talk about estate planning, including wills, trusts and beneficiary designations.
Just starting out in your financial life? Let’s talk about your career, income, obligations and goals in a comprehensive financial plan that includes everyone in your life. We’ve been doing needs- driven financial planning for over 30 years and find the plan becomes the roadmap for your present and future planning. This can include a simple estate plan, income tax plan and early start on retirement. We also educate you on savings and investment vehicles.
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Assets Under Management
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Average Client to Advisor Ratio
Chartered Life Underwriter
The American College
Investment Advisor Representative
Financial Planning & Asset Management
Chartered Financial Consultant
The American College