A healthy, active person planning retirement around the things they love... Whatever your hobby or passion, you want to feel confident that you have the income to support your lifestyle. Our financial planner retirement specialist can help you feel assured that you will have that income. As part of this group, your strategy should stress stability, income, and the possibility of asset growth.

Seniors facing medical issues that will impact their retirement decisions... Unless you’ve been there, it’s difficult to imagine the devastation of a life-altering diagnosis. Concern for medical bills can be an ongoing factor. We can help you arrange for steady, lifetime income** and principal protection. What’s more, there are annuity contracts or riders** that provide increased income* – potentially double or triple – for qualifying healthcare conditions.

Adult children who hold Power of Attorney (POA) for a parent or those with an adult child who will manage your finances eventually... Whether you’re a child holding a Power of Attorney, or a parent planning to turn over control in the coming years, there are many considerations regarding the goals and assets involved. As your personal financial specialist, we can streamline that discovery process. We will work with you to address many of your concerns. We want you to enjoy the time you get to spend with your family.

Widowed or single seniors who are very independent... This group is diverse, but one thing most seniors have in common is that they do not want to become dependent on their families or friends in case of disability or other economic challenges. You worked hard all your life, have been a provider, and are not comfortable with the idea of relying on others. We understand independence and can help design strategies that provide for guaranteed* and steady lifetime income, The financial planning for small business owners is designed to help ease your mind and more confidently position yourself for the future.