Strategic Planning ServicesFinancial Planning - Create a strong financial plan to accumulate lifetime wealth.
Retirement Planning - Learn about TSA, 401(k), IRA, Deferred Compensation plans and which pension option creates the most wealth for you.
Insurance and Annuities - Shelter assets and defray taxes with high annuity rates.
Tax Strategies - Minimize taxes and keep the money in your own bank account.
Charitable Tax Planning - There are three beneficiaries to your estate and you can only pick two of them: (1) Your Family, (2) Charities and (3) the IRS.
Long-Term Care Protection - We act as brokers, not sales representatives, to find you the best coverage within your budget for long-term care protection. Call us for a free copy of "Six Ways to Reduce Long-Term Care Insurance Costs".
Estate Planning - Avoid costly estate taxes by taking the right steps today.
Mike is knowledgable in Donor Advised Foundations. He specializes in Charitable gift planning, using Charitable Gift Annuities, Charitable Remainder Unit Trusts and various other charitable planning vehicles.