Why Us

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In the past 10 years, every major stock index in the United States has lost value.  At a time when retirees need income on their remaining funds, interest rates on Certificates of Deposits, savings accounts and money market funds have dropped their lowest levels in decades.  Home values have been significantly reduced in most areas of the country and buyers are few and far between.

At the same time, medical costs are skyrocketing and so is the federal debt.  Congress is talking about major Health Care reform, cutting Medicare and the need to increase taxes.  Even inflation is a serious concern.  Retirees are worried   about their financial position and many need answers now.

-How do we make sure we’ll have enough money to last us through our retirement?

-How are we going to manage if taxes go up?

-Where can we find an income on our investments that is not only reasonable, but safe?

-What’s going to happen if one of us has to go to a nursing home?

-How do we avoid the costs and delays of probate?

-How do we make sure our children receive the inheritance they deserve?

These are questions that we’ve been answering for retirees for over 23 years.  And we must be doing something right because over those years we’ve worked with thousands of satisfied clients, and not one of them has lost a dime following our advice.  We’ve become a market leader in working with retirees and we’ve developed a level of knowledge and expertise that few other financial advisors have achieved.

Our advisors are highly trained, extremely knowledgeable and fully licensed to deal with the issues you face.  They are trained to carefully listen to your concerns, analyze your specific situation and develop solutions that are tailored to your needs and your dreams.  And above all, they find solutions that are designed to protect the money you worked so hard to save for your retirement years.  After all, your retirement years were meant to be years of enjoyment, peace of mind, and fun, not of worry and concern.

Give us a call.  We can help.