Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

The Impact Cycle

Our four-part Impact Cycle Process is designed to help you avoid common retirement potholes and roadblocks so you can roll confidently and comfortably through life toward your dream retirement destination.

01

Discovery

Identify goals and potential retirement roadblocks

02

Solutions

Propose methods to address retirement roadblocks

03

Implementation

Implement strategies necessary to help avoid current and future retirement roadblocks

04

Review

Meet annually to review strategies and address investment, tax and estate plans

The Impact Priorities

We aim to help impact your legacy by focusing on seven areas essential to retirement confidence:

Retirement Income Strategies

We address everything from Social Security and pension-plan optimization to withdrawal strategies and inflation to help you create reliable income streams designed to preserve your wealth.

Investment Risk Management

We help you grow wealth wisely by building custom-tailored portfolios that are diverse, align with your preferences and reduce unnecessary risk.

Proactive Tax Planning

Uncle Sam deserves what is rightfully his, but we help develop tax-efficient strategies that allow you to keep more of what you’ve earned to support your family, causes and community. 

Health Care Review and Planning

From creating strategies that address the rising costs of care to guiding you through Medicare, we create health strategies specifically for you and your family.

Long-Term
Care Solutions

We’ll help you determine if a long-term care plan is right for you or if there are other options to protect you if daily assistance is one day required.

Estate Planning

We create tax-wise strategies to help you take care of your loved ones now, in the future and long after you’re gone.

Philanthropic Planning

Who or what else do you want to support? We can help you expand your reach, influence and assistance in the most efficient manner possible.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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Flat Rate Fees

Contact us today to learn about our easy-to-understand flat fee based on actual services provided.

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