Your Retirement Challenges Are
Changing Sources of Income | Rising Health Cost | Needing Income Longevity |
|  |  |
Maintaining Standard of Living with Market | Inflation | Market Volatility |
 |  |  |
Your goals remain the current center piece of our recommendation and strategy.
Long-term Care
Estate Planning
Life Insurance
Executive Level Benefit Consulting
Employee Benefits
- Health Insurance
- Voluntary Benefits
- GAP Insurance
- Ancillary Benefits
Tax Reduction Planning
- Comprehensive review of your tax position to assess opportunities for maximizing tax reduction strategies that include analysis of Roth conversion possibilities, the matching of Passive Income with Passive Loss activities.
- Annual review of your tax situation and planning to incorporate any new tax law changes.
- Keeping you up-to-date on new tax laws that can affect your situation.
- Provide guidance on Tax Free Exchange possibilities.
- Recommendations of tax solutions including Tax Advantaged Investments – some that even can reduce the taxation on Minimum Required Distributions from retirement accounts.
 |  |  |  |  |