Moore Financial Strategies provides each client the tools to prepare for retirement or continue in retirement with as little stress as possible. The ultimate goal is to be certain that no client outlives his or her income.
It's not about a certain product; it's about creating a life plan. Like estate planning, Moore Financial Strategies makes sure wills and/or trusts are in place. They review beneficiary designations to make sure they're current and properly recorded. Long-term care planning, wealth transfer and life insurance are included as part of their extensive review.
Moore Financial Strategies creates lifetime income streams, where income never runs out, even if the client runs out of money.