Planning for a More Secure Future

At around age 50, reality hits. Most people know the next decade is when “getting serious” about retirement is crucial. We call this period The Critical 10--when you’ll be making very important decisions about your future.

During The Critical 10, or even before, you need a financial partner who will truly hear and understand you. We carefully assess your needs, applying vision and a holistic perspective to engineer every interdependent aspect of your plan.

We take a close look to ensure such things as distribution, risk management (life, disability and long-term care insurance), will structure, guardian structure and your estate plan work together cohesively.

Working with us is an eye-opening, exhilarating and reassuring experience. That’s why so many of our pre-retirement clients say, “I wish I had met with you sooner.”

START YOUR OPTIMIZED FUTURE

Learn More About Solutions for Pre-Retirement:

Financial Planning

When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.

Retirement Planning

No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.

Estate Planning

Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.

Life Insurance Planning

While providing the protection you need, our solutions play a key part in your financial plan, giving you more financial flexibility throughout your life.

Long-Term Care Planning

Having a long-term care plan in place will give you (or a loved one) choice and control over where and how to receive care should it be needed.

Disability Income Planning

Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working.

Charitable Giving

Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.