Pension Distribution Planning
For our teacher, state, and federal workers we strive to maximize their pension distributions while minimizing their tax exposure.
A little planning ahead can go a long way to keeping your taxes as low as possible in retirement. In order to plan ahead properly, you’ll need to understand how your retirement income will be taxed. Based on that, you can choose the right strategies to keep your tax bill as low as possible.
Manage Your Risk
We are in the business of helping individuals provide their families and heirs with the peace of mind that they will have a safety net in the event of a financial emergency. We will customize your plan to ensure their are adequate resources in place for your risk management portfolio.
Financing Long-Term Care
There are many ways that long term care can be paid for, depending on the individual’s medical and
financial circumstances and what planning was put into place prior to the need for care.
To name several:
Traditional long-term care insurance
Hybrid long-term care insurance built upon a life insurance framework
Hybrid long-term care insurance built upon an annuity framework and funded with qualified
retirement funds
Legacy Planning
YOUR LEGACY is a collage of your actions, contributions and achievements. Positive or negative, big or small, what you do, give and accomplish defines your legacy. Legacy Planning helps you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in.
Let us help you on your way! Click the link below to get started.