Baby Boomer Connection

Born between 1946 and 1965, your generation is facing unique issues no other generation has had to face. And we can help you navigate them all.

Baby Boomers are a special group of individuals. Amid trying to plan for your own comfortable retirement, many of you are caring for your aging parents and may still be supporting your adult children as they try to establish their own independence.

These many responsibilities can leave you stretched thin financially. And this is exactly where a comprehensive financial plan can help.

Achieve Financial Independence Now and In Retirement

Financial independence is the ability to enjoy life and do as you wish without financial concerns, including the ability to retire on your own terms. We help you address questions related to retirement, estate, and protection planning, including:

  • When should I start collecting Social Security?
  • How do I ensure I won’t outlive my money?
  • How can I be sure my end-of-life wishes are upheld?
  • How do I ensure my assets are distributed properly?
  • Are my family members and assets properly protected should I become ill, disabled or die prematurely?

These are just some of the questions we address inside of a comprehensive financial plan.

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Achieve Financial Independence Now and In Retirement

Financial independence is the ability to enjoy life and do as you wish without financial concerns, including the ability to retire on your own terms. We help you address questions related to retirement, estate, and protection planning, including:

  • When should I start collecting Social Security?
  • How do I ensure I won’t outlive my money?
  • How can I be sure my end-of-life wishes are upheld?
  • How do I ensure my assets are distributed properly?
  • Are my family members and assets properly protected should I become ill, disabled or die prematurely?

These are just some of the questions we address inside of a comprehensive financial plan.

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Protect Your Heirs and Assets for Future Generations

To assist you with your desire to gift assets to family members now, as well as safeguard the success of future generations after you are gone, we offer Intergenerational Family Wealth Planning.

This is designed to keep you financially independent while considering the best ways to provide those you love with a secure financial future.

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Protect Your Heirs and Assets for Future Generations

To assist you with your desire to gift assets to family members now, as well as safeguard the success of future generations after you are gone, we offer Intergenerational Family Wealth Planning.

This is designed to keep you financially independent while considering the best ways to provide those you love with a secure financial future.

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Discover the Most Impactful Ways to Gift Assets

We often speak with individuals who are charitably inclined but have concerns around charitable giving. Questions we hear include:

  • How much can I really afford to give?
  • What is the best way for me to give?
  • Is it better to give now, or after I’m gone?
  • Can I control how a charity uses my donation?
  • Should I change the way I give now that the tax laws have changed?

We will help you answer these questions and more, evaluating the strategies and options that are best for you and your family.

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Discover the Most Impactful Ways to Gift Assets

We often speak with individuals who are charitably inclined but have concerns around charitable giving. Questions we hear include:

  • How much can I really afford to give?
  • What is the best way for me to give?
  • Is it better to give now, or after I’m gone?
  • Can I control how a charity uses my donation?
  • Should I change the way I give now that the tax laws have changed?

We will help you answer these questions and more, evaluating the strategies and options that are best for you and your family.

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  • We invite your further inquiry, and look forward to welcoming you as a client.

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