Retirement & Family Estate Planning

Retirement & Family Estate Planning


Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for the future...NOW.  Our team will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs.


Our team of financial and investment experts can analyze your projected income and expenses and suggest investment funding techniques to help you ensure that your golden years 10, 20, and even 50 years from now live up to your expectations.


Estate Planning


And once you have planned for your retirement, you’ll want to plan for your family.  Although we don’t like to think about it, the sad part of life is that someday we will die.  When that happens, who will determine what happens to the wealth and possessions you have amassed over a lifetime?  The courts?  A bank?  An attorney randomly picked out of the phone book?  If you don’t take the time to plan now, it could be any of these, or worse…

You’ve heard the horror stories.  A successful businessman dies.  His family has to settle his estate.  He may have had a will thinking he had done everything right to make sure that the business and wealth he amassed over his life would pass on to his heirs.  Then the inheritance tax bill came due and the family had to sell off the business just to pay the taxes.  Unfortunately, its an all too common story.


Our professional team can help you make sure that this story doesn’t become yours.  But you have to plan now.  Contact us to see what options for wealth transfer fit your situation.  You worked hard for your money and you want to see it benefit those you love.

From selecting an Executor and having the proper documents prepared to ensure your final wishes are carried out.  From your Last Will and Testament, to Trusts, to Living Wills, to regular and medical Powers of Attorney, we, along with our Consulting Specialists, can make sure you have peace of mind for you spouse and your children as you move on in years.