Applications

  For your clients with pensions, have you recommended some forgo the monthly annuity benefits for a lump sum that can be rolled over into a diversified portfolio? For example:…

401(k)s provide limited investment options. Under your management, your clients retirement can grow at a much higher rate than it could in a 401(k). For example: George’s 401k Plan has…

Most estate planning attorneys have probably faced this problem: George is sick and needs to go into a nursing home. George has a large 401(k) in his name, larger than…