These financial instruments meet the needs of today’s growing population in the 50-plus age group by offering benefits to address a variety of needs.
Life Insurance is often considered for protection of young families, but it can also be a powerful tool for the transfer of wealth to future generations.
Social Security Planning
Social Security benefits make up approximately 39% of the income of U.S. citizens age 65 or older.* Do you know how to get the most out of the system?
Tax Deferment Strategies
The sale of highly appreciated assets comes with costly capital gains taxes and depreciation recapture. Implementing these strategies could offer immediate relief and deferment benefits.
We craft sustainable income streams during retirement that can never be outlived…
“Working with my team is great; we all strive for the same goals for our clients. It’s so rewarding for all of us when we can assist in securing and improving our client’s financial and retirement futures.”
Mark J. Andra