Color of Money Risk Analysis

The Color of Money Risk Analysis is a short, interactive self-assessment that provides deep insight into your financial picture and how the choices you make today may affect you for years to come.


Generational Vault

Generational Vault is a virtual safe-deposit box that gives you and other designated people anytime access to your critical documents. With Generational Vault you can enjoy both safety and accessibility!

Retirement Income Planning with Fixed Indexed Annuities

With the potential for growth, structured income, and certain tax advantages, fixed indexed annuities may be the financial strategy you’ve been looking for to build a steady income stream in retirement.


Tax Strategies

Minimizing your tax burdens and creating a sustainable income strategy should be key components of a well-rounded retirement strategy.

Eight Obstacles to Retirement

Retirement is your reward for decades of hard work. So, don’t fall victim to one of these eight potential obstacles to retirement.

401(k) Rollover

A 401(k) rollover can be done efficiently if you’re mindful of the many rules and regulations that come with it. Does your rollover strategy consider the 60-day distribution rule, potential IRS penalties and why a direct rollover may be your most mistake-proof option?

Social Security

Social Security is an important component of retirement for many Americans. Don’t miss out on some of the benefits you may be entitled to!

Annuities: Perception vs. Reality

Annuities may be products worth considering adding to your retirement strategy to provide reliable retirement income, but they come with benefits and drawbacks. Don’t build an annuities strategy that’s left up to chance.

Roth Conversion

If you have a 401(k) or a traditional IRA, converting it into a Roth IRA may provide you with the kind of tax-advantaged retirement income that will have you looking forward to retirement with increased confidence and excitement!