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Many of our clients had financial issues & concerns that kept them up at night. As a result, we’ve dedicated this section of our website to providing timely educational materials to help ease your concerns.


Retirement Income Planning

This paper describes the scope of America’s retirement income challenge. It discusses the changes in financial thinking that retirees must make as they transition from full-time work and wealth accumulation to retirement and possible wealth draw-down.

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Understanding Social Security

When you think about retirement, you often think about your 401k, pensions and personal savings and other assets you’ve worked hard to build over the years. Social Security is the other asset you’ve been building through your working years that you may not be considering as part of the picture. The benefits you may be entitled to receive through Social Security could add up to a significant part of your retirement income, changing the picture you may already have in mind.

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Planning for Healthcare in Retirement

There is no denying it: Medicare is a complicated insurance program that beneficiaries often find as challenging as it is helpful. It is important to use a guide when trying to work within the system. This brief “Medicare map” gives you an overview of what to expect from Medicare, as well as the steps you can take to ease your journey toward securing the maximum benefits due you.

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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.

For more information about the Five Star Wealth Manager Award selection process visit Click Here