For your entire life you’ve been receiving a paycheck from your work. Retirement is the time to recreate that for a lifetime of retirement.
No matter the situation we want you to be able to answer the question "am I going to be okay?" with a confident 'yes'.
Are your checks showing up every month? Yes.
Did they cover all of your base expenses? Yes
Do you have enough liquid cash to cover 2 years of expenses? Yes.
Do you have healthcare? Yes.
Are you covered in case of a long-term care need? Yes.
Income distribution planning is very different from wealth accumulation planning. We’ll help you look at your assets that are efficient wealth accumulators and help you turn them into vehicles that are efficient wealth distributors.
We'll help you create the largest, safest, most tax efficient lifetime income plan possible using the assets you’ve spent a lifetime accumulating.
Step one: recreate your base income or "the paycheck" To cover all your monthly needs.
Step two: Handle healthcare needs
Income protection until retirement
Step three: creating efficient cash reserves
Cash value life insurance
Step four: Your investment portfolio - Growth and Income
Dividend paying stocks and bonds
Option premium trading
Long-term growth positions
Step Five: Legacy Planning
Power of Attorney
We'll Listen to Your Dreams
We'll Educate You on Your Possibilities
We Hope to Inspire You to Make it a Reality