Retirees & Pre-Retirees

Planning for retirement can often be overwhelming and confusing. There are a variety of investment options that all have fluctuating interest and inflation rates, which can make it difficult to make sound, educated decisions about how much and where you need your money. We offer a comprehensive approach to retirement planning with some of the tools and services below.


An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that is guaranteed to last for as long as you need it to – even for the rest of your life*. Some of the different types of annuities are:

  • Fixed Interest Deferred Annuities
  • Lifetime Income Annuities
  • Variable Deferred Annuities

*All guarantees are subject to the claims paying ability of the issuing company.

Please take a moment to review the resources that we've compiled for you below and contact us with any questions or if you're ready to start planning for your future.

Read & Learn More

Supplemental Life Insurance for Retirement Planning

Supplemental Life



Watch & Learn More

Client Profile:

You've built your nest egg over time. We can help you enjoy the rewards of your life's efforts.

IRA Wealth

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

Tax Diversify Your
Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?