Our Approach

3 Key Factors

#1 INCOME

*Income is by far, your #1 asset in retirement. Social Security is like holding a job for 30-years without getting a raise. We look to maximize your income, while paying the least amount in tax.

#2 PROTECTION

*Once your income is protected, we focus on protecting your assets. In the event you lose your health in retirement, we don’t want you to lose your assets trying to cover the costs of you or your loved one’s care.

# 3 LEGACY

*Once your income and assets are protected, we look to pass your legacy. You’ve worked hard and spent your life building your nest egg, we strive to help you pass this legacy to your heirs in the least costly, most effective way.