We are Financial Professionals
Investment & Insurance Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At %%COMPANY NAME%% we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Retirement Planning
Our New Generation Retirement® system consists of five steps that incorporate three hallmarks of our company: stewardship, transparency and technology.
Social Security
Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.
Assets & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Empowering Women
Women face very different challenges when it comes to preparing for their retirement and the later years of life. Empowering women for financial success helps address those unique challenges.
Request Your Guide -Avoiding 401(k) Rollover Mistakes!
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Whats Your Risk Score?
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences.Take a few minutes online and get your personalized risk score here.
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