FAQ’s

A. Yes, we can help you generate lifetime income to supplement your Social Security income! We can help you achieve a lifetime income plan and eliminate stock market volatility.

A. The national debt crisis leaves no doubt that tax rates will continue to rise. Why not ease your (and your heirs) tax burden? Wealth Transfer planning can help you create a tax-free benefit to heirs and/or charity.

A. Many variables can affect the answer to when (and even how) to elect Social Security; for example your age, health, longevity, work and marital status. Our comprehensive analysis can help you answer these questions and directly impact the amount of funds you can receive during your retirement.