Smart Retirement Strategies

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options. Source: LIMRA, Small Business Owners Consortia Study, December 2023

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

Retirement plans aren’t just for big companies. Let’s talk about all your options.

Your business is your biggest asset. Let’s talk about ways to protect what you’re building.

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members. Source: MassMutual’s “Business Owner Perspective” Study, 2022.

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.