I wouldn't sell my mother an annuity.

No one else should sell you one either.

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Comprehensive Financial Plan

Covers your income, expenses, inflation, healthcare, taxes, risk and volitility.

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Portfolio Risk Analysis

A complete portfolio analysis will show you where you’re taking the most risk and where your portfolio is most efficient.

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Annuity Questions

Have you been promised guaranteed returns and feel skeptical about those promises? Talk to us about your annuity questions.

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Wills, Trusts, and legacy planning don’t have to be difficult or expensive with the right help.

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Let’s check for missed opportunities with your taxes and set a plan for moving from taxable to non-taxable retirement accounts.

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Our show discusses a variety of topics revolving around your retirement, everything from how the financial markets are affecting your returns to the political landscape and the implications it could have on your portfolio.

Retirement Planning
Financial Planning
Annuities
Portfolio Risk Tolerance
Healthcare
Taxes
Estate and Legacy Planning
Retirement Investing

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