CUSTOMIZED PLANNING
Design — Whether serving the individual who wants to accumulate wealth while managing risk or the retiree who wants to make their "rest of their life money" last a lifetime, we design programs to help our clients potentially achieve their desired retirement lifestyle.
Retirement Analysis — We will look at your current situation, answer questions, listen to your personal needs and assess the risk and health of your portfolio. Sometimes folks just want to get a second opinion, other times certain circumstances lead to the need for a change.
Health Care Issues — Aging, Long Term Care and the Insurance that may be available is a big topic now days. Long Term Care Insurance isn't for everybody but does have a place in certain instances. We will work with you to help answer your questions on your Long Term Care Insurance needs and find out if it might make sense for you.
PERSONAL ATTENTION
Accessibility — Remember when the doctor came to your house? We realize that many of our clients are still working or have differing needs which is why we have made it a point in our practice to try and be as accessible as we can. We love to meet in our office but understand that at times it doesn't work so we are more than willing to meet at your convenience. To try and be as accessible as possible we have Stacy Adams, our Client Coordinator, who keeps our schedules straight. While we may not have catchy commercials on T.V. we believe that the best service to our customers includes making sure that we are available to them.
Review — Many of our clients are set up on a regular review schedule that may be quarterly or annually. We feel that it is necessary to meet regularly in order to review and develop a plan for the future if needed. Remember what life was like 10 years ago? How many changes have there been in the last year? Preventative maintenance is important to your vehicle and your health, as it should be, we feel, to your retirement.
