Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our client’s portfolios and current asset allocations to determine how to position them optimally while minimizing risk. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan because a significant reduction to your portfolio could potentially derail your retirement plans.
Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although many Americans are familiar with the basics of Social Security, very few are able to figure out, on their own, exactly the best way to file so they can get the most out of all they have put in.
Long-Term Care Planning
The cost of Long Term Care has steadily risen and poses a threat to your savings. Learn about how you can protect your assets from a care event in the future using Long-Term Care Insurance.
Wartime Veterans are eligible for a monthly pension from the Veteran’s Administration to help offset the costs associated with assisted living, nursing home, or homebound care.
For many families, the costs associated with a nursing home situation have the potential to wipe out your life savings. Once you run out of money, but still require care, you could be facing a Medicaid situation.
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