No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Nicolas Dumas, PPC® discusses the covered call strategy and how it is utilized to generate income in retirement.
Nicolas Dumas, PPC® discusses taking income off of your portfolio in retirement.
Important RMD Deadline
Nicolas Dumas, PPC® discusses an important deadline that is approaching for folks who have already taken their Required Minimum Distributions for the year.
Nicolas Dumas, PPC® discusses the tax efficient way to transfer wealth to the next generation. He also briefly describes a new insurance product that allows access to money for LTC expenses.
Roth vs Traditional IRA
Nicolas Dumas, PPC® goes through a few key difference between a Roth and Traditional IRA
Yield in a Low Interest Rate Environment
Nicolas Dumas, PPC® describes one strategy that was used for income needs during this time of historically low interest rates
Customer ReviewsSee All
Love you guys,
Wow, first retirement planning podcast I’ve listened to and I can already tell by the emphasis on the secure act alone! This podcast is the pick of the litter, the top of the line, it’s the cream of the crop, a real best of the best, it’s state of the art, one of the best of the best, probably at the top of the heap, second to none, and all around just a world class listening experience! Keep up the excellent work making upstate New York proud!