Your Roadmap to Retirement
Achieve Your Financial Freedom! Start Here
We are focused on one thing...
delivering peace of mind.
We partner with executives, physicians, business owners and retirees who desire a lifetime of fulfillment. Rich is a Retirement Geographer. By delivering a Roadmap to Retirement, he helps his clients achieve the financial freedom to turn their weekdays into weekends.
What We Do
Portfolio Design and Management
- Quantitative risk tolerance analysis
- Active and passive portfolios
- Consistent rebalancing strategy
Individual Insurance Planning
- Life Insurance
- Disability Insurance
- Long term care Insurance
Retirement Planning Needs
- Goals based and cash flow-based analysis and projections
- Income distribution management and strategy
- Social Security income and Medicare consultation
Tax Strategies
- Tax managed portfolios
- Maximization of IRA and Roth IRA plans
- Consistent Coordination with your CPA on available tax deductions strategy
Entrepreneurial/Small Business Support
- Retirement plan design (401k, SIMPLE IRA, SEP IRA)
- Group health insurance consulting and administration
- Succession planning and exit strategy planning
Estate and Trust Planning
- Coordination with estate planning attorney to implement estate plans
- Utilizing trust planning to avoid estate taxes
- Special needs and charitable trust planning