LIVING & LEGACY BUSINESS SOLUTIONS

Retirement Shouldn't Depend on Market Luck

 
Get a clear, disciplined plan for reliable income, healthcare contingencies and legacy, so fewer things are left to chance.
Take the Retirement & Business Risk Assessment

 

Who We Serve

 

We serve families and small business owners approaching retirement or planning for future income security.

This includes:

  • Professionals and small business owners within 5–10 years of retirement

  • Retirees concerned about income reliability and market risk

  • Individuals who want planning; not guesswork

 

What We Do

 

We help families and small business owners approaching retirement protect their income, reduce avoidable risks, and create clear plans for the future.

Our work focuses on:

  • Identifying gaps in income and financial plans

  • Reducing exposure to market swings and unexpected costs

  • Planning for healthcare, long-term care, and legacy intentions

  • Supporting business continuity and asset protection

We don’t start with products—we start with clarity. Our first step is a 12-question Retirement & Business Risk Assessment that highlights your strengths and identifies opportunities for improvement.

 

 

 

Our Approach

 

Our approach is structured, deliberate, and client-led.

  • Start with a clear review of risks and income sources

  • Identify gaps and opportunities without pressure

  • Outline options in plain language

  • Proceed only if and when it makes sense

No hype. No rush. No one-size-fits-all solutions.

 

Start With a Retirement & Business Risk Review

 

This 10-minute review helps you understand:

  • Where your plan is strong

  • Where you may be exposed

  • What decisions deserve attention

To begin, use the button at the top of the page to take the Retirement & Business Risk Assessment.