Broker Check

PRESERVE

HOW WELL WILL YOU LAND?

We provide protection utilizing proven vehicles that enhance your wealth. Maybe you need and want to ensure your heirs are financially provided for. Maybe you desire to leave a legacy that will be able to span multiple generations.

Chronic, Critical and Terminal Illnesses can deplete Retirement Savings very quickly. It is not what you have, but what you keep!

We assist clients to be prepared, not surprised! Returns during working years can be quite different from retirement. Market Volatility alone can undo years of planning along with derailment from taxes, illnesses, disabilities and death of the providers of the family wealth.

Other costs to consider in retirement are food, entertainment, travel, vacations, housing, clothing, inflation, and taxes just to name a few.

Probably the most expensive cost will be Healthcare!   Americans are living longer and healthcare costs continue to rise, so special care must be taken to prepare for the cost of healthcare in retirement. One in seven men and one in four women are expected to live to age 95. That is a long time to live without enough retirement money. There are many situations that may impact your net cash flow and lifestyle in retirement.

Now that we have shared information for Creating, Protecting and Preserving Your Multi-Generational Wealth, what will your next step be? The Ball Is in Your Court!

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!