• A FEW WORDS ABOUT US

    We here at {{bn}} specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

    Read More

    Financial Services

    Financial Services

    Our primary goal is keeping our clients' money safe from volatile and risky investments.

    Read More

  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

    Read More

    Insurance Services

    Insurance Services

    Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

    Read More

  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

    Read More

    Educational Videos

    Educational Videos

    Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

    Read More

  • LIFE FINANCIAL WEEKLY NEWSLETTER

  • IRA BLOG

  • People crave guaranteed income in retirement, but they cringe at the mention of the word “annuity.” That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. The appeal of lifetime income is clear in a recent [...]

    Read more

    Annuities: Part I

    December 6, 2017

    In today’s volatile climate, investments seem to be wading in uncertain waters.  Even one-time solid choices like blue-chip stocks are swimming in rough seas.  Because of this, investors sometimes examine a myriad of possibilities to secure or help their money grow. So what are annuities?  [...]

    Read more

    Recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a similar strategy of [...]

    Read more

    1 of page 18

  • 5 Ways to Avoid the Time and Expense of Probate

    Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none are able to escape its grasp. Whenever that time comes, your “stuff,” including your financial assets, generally live on, and are still essentially yours until they are legally transferred to [...]

    Read more

    Q&A: Significant Concerns with Inherited IRAs, International Beneficiaries & More

    This week's Slott Report Mailbag looks into international beneficiary IRAs, tax free IRA withdrawals, and inherited IRAs.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a question pertaining to[...]

    Read more

    Year-End Retirement Account Q & A

    Question: When is the last day to make a 2016 Roth IRA conversion? Answer: In order for a Roth IRA conversion to be considered a 2016 Roth conversion, the money must leave the distributing account by December 31, 2016. So if a distribution is made from a traditional IRA on December 31, 2016 and [...]

    Read more

    50 of page 51