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Our Services

What We Do

Our firm specializes in helping individuals develop sound strategies for retirement. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and markets, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our main focus is on preventing that, but we help our clients with other financial challenges such as:

*When should I start taking social security? At 62? 67? 70?
*When do I have to start taking required minimum distributions (RMDs) and how much are they?
*What’s a reasonable strategy for taking my required minimum distributions?  
*Keeping your beneficiaries and estate planning up to date.  
*When do I need to file for Medicare?


Financial Planning


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (858) 558-2090