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Total: 28 results found.

Financing Health Care

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...

Social Security Analysis

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

... "break even analysis" – if you delay your benefit how long will you have to live to make the money back?. We are talking about in depth analysis and expertise you will not find at other planning firms. ...

Income and Distribution Planning

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

The focus your whole working life has been saving. Your reach retirement and what do you do? How do you build a distribution plan that will improve your chances that your nest egg won't expire before you ...

Investment Selection & Monitoring

Created on Wednesday, 06 October 2010. Posted in main/Qualified Plan Consulting

A Plan Sponsor's fiduciary status frequently drives them to seek assistance with investment selection and monitoring. We are available to provide these services on a discretionary or on a consulting basis ...

Vendor Selection Consulting

Created on Wednesday, 06 October 2010. Posted in main/Qualified Plan Consulting

A Plan Sponsor has perhaps too many choices for providing the administrative services that allow the plan to function efficiently and be seen as a benefit by the employees. We are also aware of the tax ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

... Inc. managed individual accounts as well as retirement plans. In 2000 David Fluett formed a joint venture with a large west coast investment advisor. All of the individual clients and a few of the retirement ...

Life After 65

Created on . Posted in Category

... and income strategy to helping you plan for your health care needs and estate planning we can make the complicated simple, and the confusing easy to understand.  ...

Qualified Plan Consulting

Created on . Posted in Category

... time you have to commit. We have a depth of experience in the Qualified Plan market. Our principal who oversees this area has been serving qualified and non-qualified plans since 1992. He is also an ...