Business Information
Retirement income planning, maximizing retirement income, maximizing your Social Security, executive benefit programs, small business key person benefitsRetirement planning, Social Security planning, life insurance, disability insurance, executive benefits, fixed annuities, index annuities
Retirement income planning and maximizing and coordinating Social Security benefits to have the highest benefit while living and the highest survivor benefit. Business Planning & Executive Benefits. Strong businesses employ strong people and business planning is about taking care of those people who have made your business successful through their vision, drive, and commitment. Business planning focuses on two themes: 1.Executive benefit strategies to financially reward yourself and your key executives beyond the rank and file benefits. 2.Business continuation planning for the orderly succession of the business, including rewarding the owner and family for the value they created.
individuals, couples, small businesses
1998
FSI,CFMA, ACT
Event Chair, American Cancer Society Relay For Life Tucson
| MONDAY | : | 8:00AM | - | 5:00PM |
| TUESDAY | : | 8:00AM | - | 5:00PM |
| WEDNESDAY | : | 8:00AM | - | 5:00PM |
| THURSDAY | : | 8:00AM | - | 5:00PM |
| FRIDAY | : | 8:00AM | - | 5:00PM |
Business Description
When we develop your customized retirement income plan we walk through a step-by-step process that is designed to help you feel confident in your decisions. Income strategies are customized to match your personal objectives and then we help you execute a sound retirement income program utilizing the following services:
1. Social Security & retirement planning (see case study testimonial)
2. Financial forecasting
3. Estate conservation planning
4. Tax management
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