Estate planning strategies

Leaving a legacy is about making sure your wishes are known. Many of us have loved ones who depend on us or causes that we are passionate about. You’ll want to ensure your assets go where you want them to go in a tax-efficient way. The key is to plan now. I’ll share strategies with you to help maximize your giving now, or distribute your estate later without extra tax burden. Leaving a legacy is just one of four key needs you and I will focus on together using the Confident Retirement® approach.

We can help and guide you with:

    • Retirement plan distributions and estate planning strategies
    • Financial planning
    • Tax planning strategies
    • Do more with cash reserves
    • Individual or Business Retirement plans including Traditional IRA, Roth IRA, SEP, SIMPLE IRA, Defined Benefit, Profit Sharing, and 401(k)
    • Retirement account rollovers
    • Annuities and life insurance
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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)