Our Services
Are you financially independent?
We help people in or nearing retirement build income strategies so their money lasts as long as they do, combining tax, investment, and insurance planning under one roof.
A complete financial practice, under one roof.
Tax, investments, insurance, and estate strategy, coordinated by one team so every decision works with the others. Investment advisory through our affiliate, Advisor One, LLC.
Retirement Income Strategies
Build a steady, reliable income stream designed to last as long as your retirement does, with opportunities for long-term growth.
Wealth Management
Investment options paired with insurance contracts to design a conservative retirement strategy focused on long-term accumulation.
Annuities
Fixed and variable contracts that compound tax-deferred, with guaranteed payout options, some that last for life.
Asset Protection
Diversify retirement assets across a mix of vehicles, including life insurance and annuities, to guard against market losses.
Tax Planning & Consulting
Pre-year-end, proactive tax consulting and tax-deferred vehicles that let your money compound without current income tax.
Life Insurance
Term and permanent coverage structured around your obligations, typically five to seven times your annual income.
IRA & 401(k) Rollovers
Keep your money growing tax-deferred when you transition employers or retire, until distributions begin.
Long-Term Care Strategies
Evaluate which products fit a comprehensive long-term care strategy suited to your needs and your family's.
Legacy Planning
Reduce taxes and increase the payout your beneficiaries receive, coordinated with estate and gifting strategy.
Trusts · Probate Planning · Charitable Giving · Estate Planning
Trusted by families and business owners for three decades.
Client statements reflect individual experiences and are not a guarantee of future results.
Roger A. Rekate, CPA showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes. Real estate planning for highly appreciated assets was completed for me and my partners.
I have appreciated the efforts Advisor Ink Financial has given our company to help save an estimated 50% per year over year in taxes. Roger has given us strategies and solutions holistically to implement.