Home 2017-09-19T20:20:32+00:00

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

Are Your Investments in Balance or Are You at Risk?

Social Security: Know Your Options

Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:

  • Strategies have changed!
  • Know your “Retirement Age”
  • Know the benefits of “when” to turn on your benefits
  • Ask questions
  • Work with a financial professional
72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.

We are fiduciaries

What exactly does this mean to you? Simply put, unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we have the duty of putting your financial interests first at all times. As a Registered Investment Advisor, we are legally bound to uphold a fiduciary standard of care when working with you.

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