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Our team has over 20 years of experience helping American retirees reduce their tax burden and increase their investment returns.
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Cash Balance Plans
Cash Balance Plans blend defined benefit and contribution plan features, offering significant tax advantages and accelerated savings, ideal for late-starting professionals and business owners. ...more
Financial Planning
February 28, 2024•3 min read
Do you need to hire a financial advisor?
Seeking a financial advisor can guide you through managing wealth, making informed decisions, and navigating life changes, ensuring financial stability. ...more
Financial Planning
February 28, 2024•2 min read
Navigating Market Storms: The Assurance of Fixed Index Annuities
Markets have an intoxicating way of making us believe in perpetual growth. The extended bull run, which commenced in March 2009, has been largely fueled by years of low-interest rates and globally syn... ...more
Financial Planning
August 18, 2023•4 min read
Exploring the Safe Harbor of Fixed Index Annuities
In the vast ocean of financial instruments, Fixed Index Annuities (FIAs) offer a unique combination of potential gains with the assurance of protection. ...more
Financial Planning
August 18, 2023•3 min read
Unlocking the Power of Diversification in Your Portfolio
"Diversify your portfolio" – a piece of advice echoed frequently in the financial world. While many of us are familiar with this axiom, its depth and significance often go unexplored. Let's delve deep... ...more
Financial Planning
August 18, 2023•3 min read
Understanding the Benefits of Dollar-Cost Averaging and the Risks of its Reverse
In the realm of investment, venturing into the stock market can be a valuable avenue to accumulate wealth over the years. Strategies like Dollar-Cost Averaging (DCA) exist to help mitigate risks and ... ...more
Financial Planning
August 18, 2023•3 min read
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