What Do We Offer?

Specialized services for a specific stage of life.

Retirement Income Planning

Planning for retirement includes three phases. Your work years are spent accumulating assets, but when retirement comes, you find yourself facing new conditions and working under entirely new rules. 

Retirement is an entirely new phase of life, a second phase, as you now need to spend those accumulated assets to provide income during retirement. There are no do-overs in life, and as you enter retirement, the stakes are high. Decisions that affect you entire future need to be made, and made correctly the first time.

The third phase is preparing for what happens to your assets after you’re gone. Topics that may be challenging but that are critical to caring for your loved ones.

Our focus is on phases two and three. We take the worry and anxiety away and replace it with confidence that comes from having a carefully structured plan. Find out more about how we can prepare you for a successful retirement. Consultations are at no charge—for a second opinion on your present plan or to see how we can help you.

Estate Planning 

These are hard topics. People often don’t like to think about what happens at the end of their life but failing to face these questions is not the answer and doesn’t improve the outcome. We walk you through the planning process, making it understandable and offering leadership as you face key decisions. You’ll replace fear and worry with clarity and peace of mind knowing that a plan is in place.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (619) 282-2288 ext. 104