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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.