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It Is Never Too Late To Plan For Your Future…

Many people put it off because it seems like such a daunting task… but when financial planning is done right, it can be exciting and empowering. With the help of a skilled advisor who listens to your specific needs, you can direct your own destiny.

We will help you protect your home, your assets and your legacy. Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today!

Services

Retirement & Insurance Services

Retirement Planning What is your current retirement account balance? Will your current retirement assets and annual contribution amounts be sufficient to obtain your goals?

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Social Security Income Planning

At what age should you start collecting your Social Security benefits? The law allows you to begin collecting at your 62nd birthday, though you'll get a larger amount per month if you wait.

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Estate & Inheritance Planning

Our goal is to help clients protect their assets, manage their family wealth, and ultimately achieve their wealth-transfer goals.

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Tax Planning & Preparation

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning.

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Real Estate Services

Our partner, Barkett Realty, is a full-service and boutique real estate brokerage, which means that they comprehensively guide clients through the entire sales process.

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