Specialties
Retirement Income For baby boomers, the most difficult planning to do is converting from being an accumulator of assets to a spender. Today, many pre-retirees find the various options of creating retirement income quite daunting. Social Security and retirement plan/pension plan distribution planning are two of the most sought-after services we provide. Your investment choices are broad, as we are an independent practice, not tied to a particular company's product. Long-Term Care Long-Term Care (LTC) planning is not the purchase of insurance to cover the cost of care caused by advanced age or incapacity. LTC planning is the discipline of thinking through all the