Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
3522 Paesanos Parkway, Suite 100
Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip? You'll need a plan to turn your dreams into reality. On that first morning, you'll want to awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.
Right now is a great time to start thinking about your ideal retirement lifestyle. It's likely you will be retired longer than those who are retired today will. Putting aside more today can help you live comfortably during a longer retirement.
We're experienced in helping people prepare for a bright future. We offer you products to help make your retirement everything you envisioned and more. You work hard to set aside money for retirement. We can help you make it go even further.
After decades of working hard, saving, and investing, it's common to want to share what you've accumulated with those around you. If you are one of millions of Americans who are concerned about leaving something to family members or a favorite charity, now is the time to begin planning your legacy. Employing the appropriate giving strategies now may help increase the value of your gifts both to yourself and your intended heirs.
Part of the American Dream is to own a house. But having a home that you work to make a special place, where you raise a family and spend your happiest moments, is much more than just having a roof over your head. It's a major financial commitment to own and maintain a home, so it's important to think of it as one of your most important investments — one that needs to be protected. Planning to safeguard your investment in your home is critical to help ensure it will be there to protect your family for years to come.
One way to help ensure your family can pay off the mortgage if something should ever happen to you is to consider insurance products for mortgage protection. The death benefit from the appropriate Permanent Life or Term Life insurance policy can help your family retire the mortgage and help preserve their current lifestyle and their dreams for the future. Protecting your family's future now may help you put your fears to rest so you can focus on living like you want to.
There are many financial products and services out there to choose from. I can help you decide which are most appropriate for your situation and help you make adjustments as your needs change in the future.
Dreaming Up an Active Retirement
Encore Careers: Push Your Boundaries
Understanding the SECURE Act