Do you know where your retirement income will come from? Pensions, Social Security, IRA's and 401(k)'s, savings, etc. will all play a role.
But have you ever taken the time to put the whole picture together?
No matter what stage of life you're in, we'll help you do that. We'll show you how:
* to maximize the amount of Social Security that you'll get each month and over the course of your life
* to take distributions intelligently from other sources in order to minmize taxes and make your money last longer
* to secure that income so that market disruptions don't cause you to alter your lifestyle
* to pass the most along to your descendants in a way that YOU desire
* to leave a positive legacy