Retirement Planning Services

Preserving the Past · Protecting the Present · Planning for the Future

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Retirement

We are committed to what matters most to you, having your money last . . . leaving a legacy . . . financial peace of mind. When it comes to your retirement, you need someone you can trust.

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Medicare

We offer all aspects of Medicare Assistance Services totally free of charge and take the time to thoroughly explain.

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Long Term Care

Nursing home care can run as high as $80,000 per year! Does your retirement strategy account for this kind of possibility?

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Social Security

Social security can be complex and confusing. Before you decide this critical piece of retirement, be sure you have the answers needed for an informed decision.

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Estate Planning

There are many working parts to your personal and financial estate. A system of organized information is helpful and necessary for you and your heirs.

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Life Insurance

An often-overlooked aspect of retirement planning is life insurance. Nothing is more needed, even in retirement, and there are many choices available.

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Qualified Accounts

If you are like most people approaching retirement, you probably come to this stage of your life with a variety of options for the retirement you have always dreamed of.

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Annuities

Diversification often offers the best chance of meeting your retirement goals throughout your lifespan.