We help families nearing retirement or already retired, create a personalized and comprehensive financial strategy to help meet their retirement goals and needs. Our services include: Income planning-creating a lifetime income stream for you and your spouse, if married. Investment Planning-we develop an investment strategy that best fits your retirement needs and goals. Tax Planning-We analyze your investments and attempt to find tax-efficient strategies to reduce tax liability. Estate Planning-Helping families pass their assets the most effective way possible. Long term care planning.