Our plans are unique to our client's specific situation, we do not follow a cookie cutter approach. Names and other identifying information have been changed to protect our client's confidentiality.


Clients who are close to retirement, but not yet retired.  They are looking to finish paying for their kid's education, diversify their investments and then sell their home and purchase another home in warmer weather.


Clients are retired and are looking for ways to reduce their taxes, diversify their investments and maximize their Social Security Benefits.