Our hope is that your future takes you everywhere you’ve imagined, and we are here to help you make that happen. We understand that every financial situation is unique and will work to build an income plan to help meet your goals. We offer an array of financial tools, and, as an independent practice, we work for you and not any one company.
Our Income Planning Philosophy: The 3 P’s
Protection
Our main goal is to help protect your assets by limiting risks in every possible way.
Participation
Participate in the potential benefits of any market-related gains while avoiding market-related losses.
Predictability
Create predictable and sustainable income that you can’t outlive and will allow you to build your own “retirement paycheck.”
The Frontier Retirement Process: Putting Your Income Plan into Action
We meet with you over a series of visits to design and implement a distinct income plan for your financial needs.
Identify:
During your first visit, we want to understand who you are and what is important to you in making smart choices with your money.
Plan:
We work with you to create a custom, personalized income plan based on your goals to help you reach your financial and retirement goals.
Manage:
We review your current income portfolio and make adjustments as needed. We will meet with you annually to discuss your income plan’s progress and analyze any necessary changes.
We offer the following services,
including but not limited to:
Comprehensive retirement income planning
Financial
reviews
Annuity
transfers
Maximization of estate to heirs
Insurance and annuity analysis
Long-term care options
