We utilize The Fruitful Retirement™ process to understand what is important to you, and build a flexible retirement plan. Your plan strives to ensure you can transition from a paycheck to a play check with sustainable income stream during your life.
Sale of a business
We partner with you to make competent decisions through transitions accompanying business sale.
We review your current benefits and analyze your new employer’s benefits to provide guidance on what options best suit you. If you are starting a business, you will need guidance on how to best structure these benefits for you and your employees.
Loss of a loved one/Inheritance
We are here during an extremely difficult and emotional time to ensure there is a plan in place to continue on without worry. This includes examining tax planning implications of an inheritance and the proper distribution of the overall estate.
Health/Long term care
We assess ways to preserve your assets through the creation of a strategy to maintain your independence and provide the best care possible, for as long as possible.