Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Are Your Getting the Most Out of Your 401k or IRA account? Want to Optimize Social Security?

When approaching retirement, Retirees face 3 major issues:

  1. How do we maximize Social Security Retirement Income?
  2. Are my 401k & IRA accounts properly diversified?
  3. How should I position these accounts for the most effective income drawdown?

We help our clients by providing specific solutions for each of these issues:

  • Social Security Timing Software to evaluate the income electiondecision
  • Morningstar Principia to determine 401k IRA diversification
  • Sunguard Financial Planning Suite to stage retirement plan distributions

For a COMPLIMENTARY no obligation 2nd. OPINION, call today, toll-free 888.688.9080 or email Frank Horath.

We provide "Solutions for your financial story", leaving no stone unturned, period.

In this turbulent market, you deserve consulting expertise, dedication, honesty, and confidentiality.

Our practice specialties include:

IF YOU'RE TARGETING RETIREMENT

  • Portfolio STRESStesting & Diversification
  • 401k evaluations. Retirement Plan Rollovers. IRA. Roth IRA
  • Social Security. Retirement Plan Distributions
  • Life Insurance & Annuity Review

MOM AND DAD'S WELL-BEING

  • How to fund Their Nursing Care; How to Fund Yours?
  • Trust Account Investment Management
  • Medicare Coverage/Optimization
  • Our Approach

  • Services