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Specialized Retiree Solutions and Strategies

Specialized Retirement planning services for retirees and soon-to-be retirees

  • Income replacement
  • Investment repositioning to better reflect financial needs of retirement
  • Changing insurance needs: Life, Medicare supplements and long term care
  • Minimizing income taxes on retirement plan distributions in life and estate taxes on retirement plan assets at death
  • College funding for grandchildren
  • Incorporating charitable planning with retirement planning strategies to benefit favorite charities and to provide tax and estate planning benefits for donors and/or heirs
  • Assisting retirees and their family members: moving to retirement community, elder abuse issues, other