Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Annuities are financial tools that can help you create a stream of income you can’t outlive. But today’s annuities aren’t like those of your parents’ or grandparents’. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and, in some cases, help preserve your assets for future generations.

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.