Wealth Preservation


Wealth Preservation

through low-risk savings & investment options for the older conservative investor who is either retired or approaching retirement


Income maximization

maximizing income for retirees by reducing unnecessary taxes on Social Security income & other assets, budgeting for scheduled raises to keep pace with inflation, as well as setting up personal pension plans with lifetime income


Healthcare planning

providing alternatives to Medicare supplements & long-term care insurance where appropriate in order to provide for unexpected acute & long-term health issues


Resource planning

eliminating unnecessary life insurance premiums that drain income, while tapping hidden assets in life insurance for supplemental sources of tax-advantaged income


Estate preservation

advice on bypassing unnecessary costs & time delays to your heirs typically incurred through the probate process, elimination of unnecessary inheritance taxes, stretching IRA tax-benefits over several generations; as well as strategies for creating more income for yourself by gifting to your favorite charities.