Healthy, active person planning retirement around the things they love... Whatever your hobby or passion, you want to feel confident that you have the income to support your lifestyle. Our retirement income assessment and management can help you feel assured that you will have that income. As part of this group, your strategy should stress stability, income and asset growth.

Seniors facing medical issues that will impact their retirement decisions... Unless you’ve been there, it’s difficult to imagine the devastation of a life-altering diagnosis. Concern for medical bills can be an ongoing factor. We can help you arrange for steady, lifetime income** and principal protection. What’s more, there are annuity contracts or riders** that provide increased income* – potentially double or triple – for qualifying healthcare conditions.

Adult children who hold Power of Attorney (POA) for a parent or those with an adult child who will manage your finances eventually... Whether you’re a child holding a Power of Attorney, or a parent planning to turn over control in the coming years, there are many considerations regarding your goals and the assets involved. As your financial professionals, we can streamline that discovery process. We will work with you to address many of your concerns so that you can enjoy the time you get to spend with your family.

Widowed or single seniors who are very independent... This group is diverse, but one thing most seniors have in common is that you do not want to become dependent on your family or friends in the case of disability or other economic challenges. You have worked hard all your life and are not comfortable with the idea of relying on others. We understand independence and can help design strategies that provide for guaranteed* and steady lifetime income,** designed to help ease your mind and more confidently position yourself for the future.