From cash flow analysis to RMD planning, our team can help you create a retirement income plan designed to provide sustainable, predictable income for life.

For decades, public-sector retirees with state-backed pensions have faced reductions in their Social Security benefits due to the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These provisions were designed to adjust Social Security payments for those receiving government pensions. But now, that’s all changed.

We are reposting this video in honor of Women's History Month and International Women's Day!

You work hard to save for retirement, and you want to make sure you’re doing everything you can to hopefully grow those savings. That’s why it’s important that you know how your financial advisor is adding value above and beyond what you might accomplish on your own.

Editor’s Note: This article was co-authored with D.L. Thomas.No one thought 2020 would be like this: a global health crisis, an economic contraction and millions of Americans out of work. The rest of us, now bound to our homes, are unable to live our lives as we normally would, while essential workers are risking their lives to keep us all safe. Then, before we get to the light at the end of the tunnel, civil unrest swept across our nation.