At Traditions, our foundation is a streamlined transparent approach. We operate as an independent financial group, with no proprietary requirements or products. We believe that providing clients with an open-access platform allows them to see and understand the entire financial landscape available to them. We do not believe that select financial institutions have the answers to all of the world’s financial needs, and therefore Traditions provides clients with access to a variety of options that may be best suited for them.
Our team understands that the transition into retirement can feel like a maze. Understanding the two cornerstones of retirement in the United States – Social Security and Medicare – are the foundation of a sound financial plan. At Traditions we specialize in this transition through three main facets:
Our team takes a holistic, transparent approach to growing and protecting your family’s nest egg. Whether you are still working and accumulating assets for retirement, or are retired and on a fixed income, we can guide you every step of the way. Traditions uses unique strategies to maximize your return while also remaining tax efficient. Integrating a stable, yet adaptable financial plan is our team’s core focus.
Traditions assists with setting up appropriate risk management strategies for families and businesses. Relying on our understanding of our client’s concerns and goals, we use appropriate insurance vehicles to ensure your family and assets are adequately protected from life’s unknowns.
For many clients, medical costs will be the highest expense they will incur throughout retirement. Our team takes a comprehensive approach to your personal medical situation in order to help you find a Medicare plan that fits your specific needs. Our firm provides a cost-free analysis to each of our clients and is compensated by the carrier with whom you chose to do business.
