Families & Retirees

30 years ago things seemed easier…and simpler. Pensions were everywhere, social security seemed strong, job security was a given.Now, time of changed. It’s up to families acting CEO’s of their own future by saving and budgeting their way into financial independence and retirement. As our client’s CFOs we provide unbiased advice on the following concerns.

Pre-Retirement?

  • How much do I need to save for retirement?
  • Are my assets properly invested and allocated?
  • Am I being efficient with my current cash flow?
  • What happens to my plans and my family if I die?
  • How do I minimize taxes in my investment

Post Retirement

  • How do I know I won’t run out of money?
  • Am I protected against a market downturn?
  • What is the best way to claim Social Security?
  • What happens if I need long term care?
  • How will my assets pass to my heirs when I die?

Don’t go it alone.

Allow us to guide you through the maze of decisions so you can set a course for your financial future.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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