Who We Work With:
We specialize in working with retirees or soon to be retirees who need help with the planning of $500,000 or more of retirement assets.
We work with electric cooperative retirees and retirees in general that are interested in their retirement options outside of what their company or cooperative/NRECA offers.
Your company or cooperative/NRECA may offer great retirement benefits. What they don't offer you is a plan on how to maximize those benefits based on your unique retirement goals. That's what we do.
Our retirement planning process can help you:
Increase your income to offset inflation
Manage your investments in a way that supports your plan
Protect your assets from the government, the courts and long-term care facilities
Minimize your Federal & State tax liability
Identify any other retirement goals you have