How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Are you turning 65 and confused? We can help you to determine which plans will best suit your needs. We provide unbiased assistance in helping you find the right Medicare Supplement or Medicare Advantage plan as well as the most logical prescription drug plan.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
While tax and legal and estate issues may be discussed in the general course of financial and investment planning Simplicity Wealth does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.