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Financial Position

We evaluate your current financial position, including assets and liabilities. Our years experience have prepared us to guide you through your life transitions.

Social Security

We review your Social Security account to determine the best time to begin taking your benefits to maximize your income during your retirement.

Pension & Lump-Sum Distributions

We advise you whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.


We make sure that you understand how other sources of retirement income affect you and the retirement planning process.

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (734) 256-7234