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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    A financial plan built for this century--and THIS economy--not the last one.

    Is your current strategy for retirement in tune with future trends?

    The job of a financial advisor in retirement is to help you become financially independent, plain and simple.

    Investments are important, but the right investment used in the wrong way, in the wrong amount, or at the wrong time in your life, can result in a failed retirement.  Before you choose investments, you first need a strategy that can grow capital in bull markets and protect it during bear markets.

    There are two sides to every investment: the opportunity, and the risk. At younger ages, the opportunity rises to the top of your focus. In retirement, you naturally consider the risk.

    We can help you with a strategy that carefully balances risk and opportunity while fortifying your future income and estate planning goals. We'll take the time to customize your strategy to match your personal risk tolerance, time horizon, plans for travel, and lifestyle requirements.


    Finding Safe Income That Lasts

    Once upon a time, CDs and bonds paid 5 to 9 percent. Retirement planning was simple: buy bonds, cut back on stocks and live on the 5 to 9 percent that those bonds kicked your way.

    That was then, this is now.

    Today, traditional bonds--treasury bonds and muni's--are paying in the zero to 2% range.

    Bonds may no longer be equipped to do the job they once did. It's time to ask yourself: Is your financial plan built for where you’ve been, or where you’and your spouse are going?

    Through thoughtful planning, careful calculation and a lot of listening, we can help you build a solid foundation for a more stress-free retirement with a strategy built to protect your money in bad times, while remaining opportunistic in good times.

    With income that will never let you down, liquidity that keeps your lifestyle intact, simplicity that will help you understand your plan, and a growth strategy designed to pay a continuous stream of dividends, you will have more than a road map--you'll have a well lit pathway.

    Protecting your wealth, increasing your income, lowering your risk--we call it doing our job.

    Let's meet soon!



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