We are specialists in two disciplines.    

Creating sustainable and predictable retirement income, including Roth IRA conversions, together with the diagnosis and treatment  of wounded retirement  income  plans.

and

Providing experienced counsel on navigating the complexities of leaving or receiving an inheritance. 

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 How do we get started?  

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In this era of profound uneasiness and disruption, it might seem there is nowhere to turn and little reason to have hope.  Even if  you have sustained financial wounds, we believe there is room for hope and we've found that many whom we've counseled are not in as bad a shape as they originally thought. There is hope!

We will meet with you on a "get-acquainted" basis for no fee and give you an honest assessment of your situation and whether or not you might be able to be helped in planning your retirement income and recovering from any  sustained financial injuries.

If yours is a wounded heart, arising from the loss of a loved one, we work with compassion in helping you understand your options  to lessen the impact from  the dozens of questions related to dealing with a loved one's estate and assets