Useful Resources

- It's a traditional 401(k) plan covering a business owner with no employees, or that person and his or her spouse. These plans have the same rules and requirements as any other 401(k) plan. There is more flexibility and control offered to the plan holders.

 Learn how annuities can help generate a reliable stream of income or increase your current savings. 

    Understanding the Basics of Medicare is easier said than done.

Medicare sends the Medicare & You book filled with new terms and expects you to understand it all.  

While Medicare Consults must go through weeks of training every year just to be able to advise Beneficiaries of the options available.

 “Employees  who believe that management is concerned about them as a whole person –  not just an employee – are more productive, more satisfied, more  fulfilled. Satisfied employees mean satisfied customers, which leads to  profitability.” - Anne M. Mulcahy, former CEO of Xerox 

A generous benefits package is necessary for a business to attract and retain top talent.

 Retirement is a once in a lifetime event. You better get it right.  

             ~Robert Shiller, Nobel Prize Winner

            Yale University 

                       Economics Professor

No matter where you are in life, we can provide you the guidance, tools,  and services to help prepare for retirement on your terms. 

 Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement. 

 We can help understand your Social Security benefits and educate you on how you can maximize those retirement benefits. 

 Life can change – the birth of a child, the death of a loved one, the  loss of a job, a major purchase – which will readjust your customized  strategy. 

 Investing is about proper planning to achieve your financial goals:  retirement, paying college, or just providing for your family. 

 Chances are you could live well into your 80s and 90s, or longer. A long  life greatly increases the likelihood you’ll require long-term health  care.