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Tax-Free Retirement

College Planning
With nearly 30 years of financial consulting, retirement planning, investment management and insurance experience we are uniquely qualified to assist both parents of young children who are concerned about the most effective ways to accumulate college savings as well as those families who now have high school students who are preparing for college.
Retirement Planning
No matter how you feel about retirement, you need to take some steps to make sure you have the mental and monetary resources to make this next phase of life a happy one.  READ MORE…
IRA & 401(k) Rollovers
An IRA or 401(k) rollover is defined as a transfer of funds from a retirement account into a Traditional IRA or a Roth IRA. This can occur either through a direct transfer or by a check, which the custodian of the distributing account writes to the account holder who then deposits it into another IRA account. READ MORE…
Social Security

Many people rely on Social Security benefits as a significant portion of their retirement income. For many years, the Social Security Administration (SSA) mailed out statements each year summarizing workers’ history of earnings and protective benefits. READ MORE…