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Providing Health, Retirement & Legacy Solutions for All.

Our Story

At Acclivus, we are committed to helping individuals, business owners, and families make informed financial decisions as they plan for retirement and other important life stages. Our team brings over 25 years of combined experience in the financial services industry, offering insight, perspective, and personalized support every step of the way.

Our Services

At Acclivus, we take a holistic approach to financial and retirement readiness — helping individuals, families, and business owners make informed decisions that enhance their health, wealth, and legacy. Our services are designed to empower clients while supporting agents with integrated solutions across multiple disciplines.

Medicare

We assist clients in evaluating their Medicare options to ensure they select coverage that aligns with both their health priorities and financial goals. From Original Medicare and Medicare Supplements to Advantage and Prescription Drug plans, Acclivus provides the clarity and confidence clients need to make well-informed choices.

Health Priorities

Financial Goals

Clarity

Social Security Optimization

Our team helps clients maximize Social Security benefits through careful timing and coordination strategies. We analyze factors such as age, income, and spousal benefits to develop a personalized claiming plan that supports long-term retirement objectives.

Social Security

Benefits

Strategies

Cash Flow Generation

We work with clients to create sustainable income strategies designed to help support their lifestyle throughout retirement. Whether through annuity income riders, dividend strategies, or systematic withdrawal plans, our focus is on balancing security with flexibility.

Lifestyle

Retirement

Sustainable Income

Asset Preservation

Acclivus advisors explore solutions that help protect accumulated assets from unnecessary risk and volatility. This includes leveraging insurance products, fixed and indexed annuities, and qualified account rollovers — all tailored to help reduce market exposure and encourage long-term stability.

Strategy

Solutions

Long-Term Stability

Chronic Care Risk Management

We help clients prepare for potential long-term care needs by evaluating coverage options, assessing personal risk, and estimating potential costs. Our goal is to help families plan ahead, preserve independence, and avoid financial strain from unexpected health events.

Long-Term Care

Protection

Independence

Legacy & Succession Planning

Through collaboration with clients’ legal and tax professionals, we assist in developing strategic wealth transfer and succession plans. Whether it’s protecting family assets, establishing trusts, or ensuring business continuity, Acclivus provides guidance that promotes both stability and legacy.

Succession

Wealth Transfer

Legacy

Business Owner Solutions

We specialize in helping business owners design and manage employee benefit programs, including group health plans, SEP IRAs, and SIMPLE IRAs. Our aim is to support both the success of the company and the financial well-being of its employees, aligning benefits with long-term business objectives.

Business

Employee Benefits

Success

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Contact Us

You don’t have to figure it out alone. Whether you’re planning for your next chapter or exploring options for your family or business, we’re here to help. Fill out the form below, or schedule an appointment, and a member of our team will contact you shortly. Let’s take the next step together.