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Commitment to Excellence

The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence.

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

 

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Retirement Planning: The Ultimate Chess Game

There are a lot of pieces – all with specific rules. And those rules can change with a stroke of a pen in Congress.

  • Social Security – claiming strategies have changed!

  • Pension benefit options –what is your best option?

  • Qualified Plans: IRAs/401Ks/403(b)s/TSP – Have you factored in your ‘partner’s’ share

  • Taxes – How can you avoid the largest wealth thief of all?

  • Inflation –  Are you factoring in the stealthy decline of purchasing power?

How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work!

72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.

We are fiduciaries

What exactly does this mean to you? Simply put, unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we have the duty of putting your financial interests first at all times. As a Registered Investment Advisor, we are legally bound to uphold a fiduciary standard of care when working with you.

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