We all face challenges from employment, retirement and taxes. Many people find that their employers are not providing benefits for their employees or when the employees leave their employment they are without benefits. Another challenge is retirement. Ten thousand people turn 65 years old each day. This is a big transition. Medicare, supplemental insurance and then there is retirement income. The number one concern among retiree is not outliving their income. This can be stressful, so setting up your retirement income is crucial. If this isn’t challenging enough then there’s taxes. With the upcoming presidential election in November, there are many unknown factors. Many want to be able to pass their wealth to the next generation in the most tax efficient way. If any of these situations sound familiar we can help!