How We Can Help

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Your Round Table Retirement Process

A systematic and disciplined approach to financial planning.

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    Lifetime Income Planning

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    Risk Mitigation Strategy

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    Tax Efficient Planning

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    Social Security Maximization

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    Health and Long-Term Care Planning

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    Legacy Planning



It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified estate planning attorney, our goal will be to help you:

  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate-free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death


Any comprehensive retirement plan will include a strategy for decreasing tax liabilities.

This typically includes:

  • Assessing the taxable nature of your current holdings
  • Possible IRA planning
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Determining which tax category to draw income from first to potentially reduce tax burden
  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries


We will create a plan to help you address rising health care costs with a minimum of expense, including:

  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a long-term care plan


Our goal is to help ensure your expenses can be paid month to month with reliability, tax-efficiency and predictability for the rest of your life. This typically includes:

  • Social Security maximization
  • Income and expense analysis
  • An inflation plan
  • A spousal plan
  • Longevity protection


Our mission is to help you work toward your investment goals through low-risk and objective-based asset management. We specialize in providing comprehensive investment selection and asset allocation through a philosophy that emphasizes:

• Independence and a commitment to act in your best interests
• Transparency
• Stability and a focus on managing risk and volatility
• Integrity
• Strategic advice


Do you know what your risk tolerance is? TAKE THIS QUIZ TO FIND OUT!