Services

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

Income Tax Preparation

We help you prepare your income tax returns,  Because United States income tax laws are complicated, let us assist you with your taxes. We are tax experts and can help you navigate complicate tax laws.

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Mortgage Loan Origination

As a mortgage loan originator, we work for mortgage companies and banks.This service allows us to solicit potential borrowers for new mortgage loans.

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

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Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Lifestyle Planning

Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.

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Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

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Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

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Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

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Long-Term Care Planning

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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Financial Education Courses

I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.

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Investors should carefully consider the investment objectives, risks, fees and expenses before investing.  For this and other important information please review the issuer communications and disclosure documents.  Read this information carefully before investing.

While tax and legal and estate issues may be discussed in the general course of financial and investment planning RIA FIRM does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.

Any comments regarding safe or secure investments or guarantees of income refer only to fixed insurance products and do not refer in any way to securities or investment advisory products. All guarantees of fixed insurance products are backed by the claims paying ability of the issuing insurer.

Mortgage Loan Origination services offered through First Fruits Asset Management. First Fruits Asset Management is a separate and unaffiliated entity from Simplicity Wealth and Advisory Alpha.

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