Our Services
Our practice has a concentrated focus on individual retirement:
- Retirement income planning
- Income tax strategies
- Fiduciary-guided retirement investing
- Required minimum IRA distribution planning and coordination
- Social Security income taxation strategies
- Investments*
- Long-term care funding/planning
- Life insurance and annuities
- Coordination of estate planning*
*Investments and advisory services offered through Lincoln Financial Securities, Member SIPC.