PLAN FOR YOUR RETIREMENT.

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WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

“HOW WE CAN HELP YOU”

1. Listen to your retirement planning objectives
2. Obtain a personal financial statement
3. Analyze the data and
4. Help you understand and determine which asset management programs, tax strategies, and retirement income solutions would work best for your objective.

Financial Services

Our goal is to design a plan that meets your unique objective, keep you familiar with the plan through quarterly meetings, and make you abreast about any changes in laws that may impact your plan.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Resource Center

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

The Social Security Retirement Age Increases to 66.5 in 2019

By Emily Brandon, Staff Writer Workers with an older retirement age get smaller Social Security payments throughout retirement. WHILE YOU CAN START Social Security payments at age 62, your monthly checks are reduced if you begin collecting benefits at this age. To...

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Holiday Wish List 2018: Financial Security

What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new...

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Fixed Indexed Annuities FAQ

Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says...

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IRA Blog

ILLIQUID ASSETS AND IRA RMDS

By Beverly DeVeny IRA Analyst I get the same question every year at year end. “My client has an illiquid IRA and can’t take his RMD. Can we just write a note to IRS explaining the problem?” Every year my answer is the same. “NO.” What is an RMD? It is...

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IRA CONTRIBUTIONS & QCDS: TODAY’S SLOTT REPORT MAILBAG

By Andy Ives, CFP®, AIF® IRA Analyst Question: Mr. Slott, My spouse turned 70 on June 27th, 2018, so in December 2018 she will be 70 ½. She would like to complete a Qualified Charitable Distribution (QCD). Does the QCD need to be dated from December 27 to December 31,...

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