Preserve what you’ve worked a lifetime to build
We never lose sight of the fact that estate and planning services are not just about the products, numbers and calculations, but about you, and your loved ones. We will work side by side with your accountants and lawyers to make a seamless process for you and your beneficiaries.
We can help preserve your wealth through:
Determining what type and how much life insurance you need is an integral part of your financial plan. We can analyze your current life, disability, or long-term insurance coverage in relation to your goals, age, and objectives. We then follow up by recommending policies from highly rated insurance carriers to help ensure you’re getting the proper coverage you need.
Be ready to make the most of retirement
Planning for retirement can raise a lot of questions: Should you pay off your mortgage? What medical coverage do you need in addition to Medicare? Should you pay cash, lease, or finance a new car? When is the optimal time to begin taking social security? We can help you every step of the way, including timing your retirement, budgeting, organizing, saving, and transitioning to retirement living. Some of our offerings include:
*Provided through Cetera Advisor Networks, LLC