General Info

We provide retirement income and estate planning from soup to nuts: from tax representation, analysis and planning to investment advisory services in the markets, to social security, to Medicare, to longevity planning and long-term care analysis, to asset protection and legacy planning. Plus, we hedge your investments (we don't need fixed index annuities or any other annuities to do so) to the extent you feel appropriate to feel safe and rest easy so that you won't lose your hard-earned retirement savings. You can't get that much horsepower from a pretty face and great personality anywhere else!