Our Services
Financial Services
Our passion is educating our clients so that they can make well-informed decisions about their financial goals. Our skilled and seasoned staff will work with you to simplify your search and help you find the right solutions.
Retirement Planning
Whether you’re developing a retirement plan, nearing retirement, or recently retired, our goal is to help you simplify and organize your financial life. We work to provide a comprehensive plan that’s uniquely tailored to suit your short- and long-term financial goals.
Tax-Efficient Strategies
By developing a clear understanding of your financial goals and objectives, risk tolerance, and income needs and sources, we can develop an investment plan that can help minimize your tax burden while allowing you to keep more of your hard-earned money.
Social Security Strategies
The right Social Security strategy may vary based on each unique situation and could get complicated. We’ll help you find the right approach for optimizing your Social Security benefits.
Legacy Planning
A key element of a well-rounded financial strategy, legacy planning ensures you’ll leave provisions for your loved ones by properly protecting and distributing your wealth according to your wishes.
Medicare
We begin the Medicare planning process with the ABCs of Medicare, informing you about Medicare supplements, Medicare Advantage plans, and prescription drug coverage. After discussing your options, we can help you start making decisions about your health care.
Book A Meeting With Hughes Retirement
"*" indicates required fields
