Planning for all the days of your retirement

When it comes to planning for and living in retirement, patience and discipline are more than just virtues – they are necessities.

Today’s retirements are more active, more complex and longer than ever.

We help our clients plan for all the goals and stages of a full, long-term retirement. It’s why we also provide longevity planning, to address important issues associated with aging and the effects of increasing life expectancies. We approach planning with patience, discipline and reason – to help you have a distinct plan for your retirement – from day one on.

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Comprehensive Planning

As you approach retirement, we’ll assist you with critical decisions regarding retirement plan options, Social Security and tax planning. Then once you are retired, we will determine tax-efficient income and wealth transfer strategies designed to help you in retirement.

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Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Michael McCormick
Michael S. McCormick
Managing Director Senior Vice President, Investments
Rachel Markie Bio Image
Rachel Markle
Senior Registered Client Service Associate
Seth Crist
Seth Crist, ChFC®
Financial Advisor
Anna Segura
Anna Marie Segura, WMS™
Senior Registered Service Associate
Eric Seidl
Eric C. Seidl, WMS™, AAMS™
Managing Director
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

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Background Rotating Sphere Pattern

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