If You’re Retired or Planning to Retire in the Coming Years

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What You'll Learn

  • Market Volatility – Due to the current market volatility, what should you do to protect your nest egg?
  • Inflation – With U.S. inflation soaring to 8.52% and reaching a 40-year high, will your financial plan keep pace?
  • Long-Term Income – Strategies and planning to create income for life.
  • Social Security – How to legally reduce income taxes on your Social Security and maximize your benefits. Improper planning could cost you thousands of dollars.
  • Healthcare Costs – How to protect your savings by planning for potential healthcare issues.
  • Your 401(k) and IRA – Are you among those who are making huge tax mistakes on your 401(k) and IRA?
  • Taxes – How to design a plan to put more money in your pocket and less in Uncle Sam’s.
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See what sets us apart

Featured Speaker

Geoffrey Wight

My commitment has always been to help people find the best financial position possible throughout their lives. I collaborate with clients in crafting personalized financial and retirement strategies designed to minimize risk, protect savings, grow money safely and to create a retirement income that never runs out.

I am hoping you will come and join us for a complimentary dinner and presentation. Even more, I would like to be able to have a conversation about your concerns as well as your goals. Your goals are my goals, as I believe that is the best way to serve you.

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