Our Team

Our Services


Retirement Planning

Our retirement planning services help you reach your goals without the risk of running out of money. We want to give you confidence and clarity so you can spend time doing the things that are most important to you.

Investment Planning

Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream.

Tax Planning

Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional. Our tax planning services aim to help keep taxes low today and in retirement.

Social Security Timing

As retirement planning specialists, we help you determine the best time to collect Social Security. To do that, we take into consideration how your Social Security benefits will interact with other income sources.

Retirement Income

We aim to help turn your nest egg into a reliable income stream. Our approach is backed by decades of academic research and helps.

Optimizing Insurance

Our insurance planning helps you maximize your protection and lower your annual costs. After we perform a comprehensive insurance analysis, we help you shop the entire market to find the best policy at the best price.

We manage assets for individuals and families, providing investment management, and financial planning services.

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There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. While you may have altruistic reasons for donating to a charity that you support, there can also be tax benefits that come...
Scott Sullivan |
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. Life insurance benefits are especially important for individuals who still have dependents or have accrued a significant amount of debt. So, if you don’t fit this description...
Scott Sullivan |
While swift bond price declines can be upsetting, it’s important to remain focused on the long-term benefits of higher interest rates. Bond total returns have two main components: price return and return from income.