While we will still provide Medicaid planning for our senior clients, our main focus will be transitioning our model to reflect these important changes. In 2018, we will be a fully integrated estate planning and retirement planning firm, capable of handling all facets of planning, including:
Complete estate planning, implementation of legal documents (Wills, Powers of Attorney, Trusts, etc.) through our legal affiliate
Income needs analysis
Proper investment allocation tied to stated goals and circumstances
Guaranteed income and private pension plan implementation
Social Security maximization
Broad spectrum of investment options with our investment affiliate
Now is the time to do this most important planning. Call us today for a complimentary consultation. We can help you develop a solid retirement roadmap. It is a call worth making to secure your financial future. A little planning goes a long way.
Plan Now. Retire Well.
P.S.: In the meantime, please take a minute to open and review the below three very important and informative complimentary worksheets that will help you to better understand your current financial standing!