File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Retirement
Income Planning

  • Creating inflation-adjusted income designed to last a lifetime
  • Maximizing Social Security
  • Planning IRA/401K/403b distributions
  • Developing tax-efficient income

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Wealth Management

  • Designing multi-generational strategies
  • Protecting family assets
  • Establishing and implementng a business succession plans
  • Utilizing life, disability and long-term care insurance

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Company
Retirement Plans

  • Designing and implementing cost-effective retirement plan
  • Creating a compliant plan and investment review and monitoring process
  • Reducing fiduciary liability
  • Educating plan participants

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Employee Benefits

  • Managing costs
  • Evaluating carriers
  • Complying with the Affordable Care Act
  • Effective Employee communication
  • Medicare planning 

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Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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