Back 9 Plan

Budgeting income/expenses

Essential vs. discretionary 

No cost to complete, one-page, customized plan

Let us compare your “do-nothing/as-is” plan to OUR plan

If fortunate to have a pension, we can show you how to compliment it with lifetime income, which can also be tax free

Long Term Care Protection: Plan for it, just in case.

We are 3X more likely to become disabled than to die prematurely

Average LTC cost: $100,000

Advantages of an RIA?

Fiduciary, Independent, NOT “firm-first”