Many of the latest retirement studies reveal that baby boomers are completely rethinking retirement. Instead of looking for growth and high returns, the fear of outliving their nest egg has turned the focus to preservation of principal, safety, and income. As baby boomers and retirees in
With 20 years experience with some of the larger Financial Institutions in the Southeast,
Their purpose is to assist individuals and families achieve their highest aspirations, and live life to their full potential as both individuals and as contributors to the family. Helping clients navigate the difficult issues related to living well, minimizing taxation, efficiently transferring assets, and advocating worthy causes are the cornerstones of their practice.
Income distribution design, philanthropic advisory, medical practice efficiency systems, Social Security Benefits timing and optimization, major gift development - HNW donors, charitable gifting strategies, disability and business continuation, malpractice risk retention groups, Captive Insurance Companies, estate planning, dynasty trusts, asset management, defining, articulating and sustaining the values, legacy and greater goals for the family, helping clients to help others.
About Annuity Think Tank
Annuity Think Tank’s vision is to be the first place advisors and consumers come to for innovative annuity solutions, unbiased annuity education, annuity research, and the most comprehensive annuity information on the web. Advisors and financial professionals, please visit our site designed for you at Annuitythinktank.com. For further questions contact us toll free at (855) 888-6494 or email us at info(at)annuitythinktank.com. We appreciate any and all feedback including new video ideas, blogs, and annuity concepts.
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