Family Defined Benefits provides comprehensive wealth management and estate preservation services. Specializing in IRA trusts for families, our firm works with individuals and their loved ones on the journey toward a more prosperous financial future.

If you are retired or are approaching retirement, consider how beneficial a well-structured retirement plan can be in your life. Personalized and hands-on, we believe in educating our clients about financial concepts and products prior to implementing them into a plan. Our team of financial professionals can increase your level of understanding, and take the mystery out of all areas of personal finance.

  • Insurance
  • Estate Conservation
  • Retirement Planning
  • Wealth Preservation
  • Money Management
  • Tax Planning

We realize how difficult it is to retire on-time and with sufficient resources. Our money management and wealth preservation services provide an added layer of protection and financial stability as you approach and begin to enjoy retirement. You have worked hard your entire professional life. Now is the time to sit back, relax, and do what makes you happy -  without having to worry about outliving your money.

Family Defined Benefits is pleased to offer a full suite of financial services that emphasize accountability, transparency, and results. Learn more about how we can help you on your path to retirement, by setting up an appointment with our team today.