Senior Resources

While most advisors attempt to be everything to everyone (and wind up not specializing very well for anyone) we focus on the needs for those over age 60 regarding their specific financial problems and opportunities. 
If your son or daughter needs financial advice, we can't help them. We have developed strategies to help reduce the amount of taxes that people pay so they can enjoy more spendable income and not outlive their money.
 

Our Services:

Conservative Money Alternatives - For years, Financial Celebrities and News Reporters have been critical of annuities. While in some cases these criticisms may be worthy of attention, many seniors and retirees have developed a negative perception of annuities. To make matters worse, many seniors and retirees who buy annuities are misled by pushy salespeople into buying the wrong product, at the wrong time and for the wrong reason.
  
Last year alone, seniors plunked down over 70 Billion dollars into annuities. When used incorrectly, annuities can cost you BIG money! But used correctly, an annuity can add real value to your retirement plan. Find out the real truth about annuities. To request an annuity quote, Click Here:
 
Estate planning - Strategies designed to help make certain that your heirs or charities receive your assets and not the IRS. 
   
Retirement Planning - The most appropriate ways to invest and get money out of IRA's, rollovers and pensions. In some cases we may be able to show you how to make withdrawals tax-free.
 
Long Term Care Insurance - How to avoid the biggest mistakes when buying long term care insurance. Click here to request a free, no obligation quote.