senior couple with walking sticks climbing up wooden pathway

Services Overview

Are Your Getting the Most Out of Your 401k or IRA account? Want to Optimize Social Security?

When approaching retirement, Retirees face 3 major issues:

  1. How do we maximize Social Security Retirement Income?
  2. Are my 401k & IRA accounts properly diversified?
  3. How should I position these accounts for the most effective income drawdown?

We help our clients by providing specific solutions for each of these issues:

  • Social Security Timing Software to evaluate the income electiondecision
  • Morningstar Principia to determine 401k IRA diversification
  • Sunguard Financial Planning Suite to stage retirement plan distributions

For a COMPLIMENTARY no obligation 2nd. OPINION, call today, toll-free 888.688.9080 or email Frank Horath.

We provide "Solutions for your financial story", leaving no stone unturned, period.

In this turbulent market, you deserve consulting expertise, dedication, honesty, and confidentiality.

Our practice specialties include:

IF YOU'RE TARGETING RETIREMENT

Portfolio STRESStesting & Diversification
401k evaluations. Retirement Plan Rollovers. IRA. Roth IRA
Social Security. Retirement Plan Distributions
Life Insurance & Annuity Review

MOM AND DAD'S WELL-BEING

How to fund Their Nursing Care; How to Fund Yours?
Trust Account Investment Management
Medicare Coverage/Optimization