"SET YOUR GOALS WISELY, PURSUE THEM INTELLIGENTLY & YOU WILL MAKE YOUR MARK" R.A.D.

Services

Retirement Income Strategies

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Having steady, monthly income is the foundation of any successful retirement plan. Who's going to live longer, you or your money?

Social Security Claiming Strategies

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There are more than 1,000 ways to begin your social security income.  You have one opportunity to get it right.  We can help you with this process.


Annuities

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Utilizing guaranteed insurance products, you can create your own personal pension programs to help achieve income for your lifetime.

Asset Management Strategies

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From mutual funds to retirement accounts, we welcome the opportunity to help you figure out where investment products might fit in your over financial strategy.

Estate Planning Strategies

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Just because your estate has no taxes, doesn't mean income taxes won't be owed by your beneficiaries.  We can help you understand these obligations.

Long-Term Care Strategies

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 The 2010 Pension Protection Act and IRS created some of the best opportunities and most affordable healthcare options available.  We are familiar with the new rules and can help research the best option for you.