What We Do Our Services
Our Services Your Retirement Distribution Phase Requires a Different Mindset Than Your Retirement Accumulation Phase.
Tax-deferred savings were a great way to build your nest egg while working. As a matter of fact, most of our clients were told to put away as much as they could while working into 401k's, IRA's, TSP's, SEP's, 403b's etc.
However, now they have a huge tax-deferred liability in retirement and their investments are at risk of loss at the next market correction. Both of these can be retirement lifestyle killers without a plan.
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Life Insurance
If you didn't wake up tomorrow, what is the very first thing you would want your family to know they don't have to worry about financially?
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Estate Planning
If something happened to you tomorrow, would your family be left with a clear, organized roadmap of your wishes, or would they be left with an expensive, stressful legal puzzle to solve while they are grieving?
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Legacy Planning
What are the core values, lessons, and impacts you want others to automatically associate with your life?
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Extended Care Strategies
Do you want your wealth to pay for professional care so your family can just focus on loving you?
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Special Needs Trusts
Who will step in to manage your child’s daily care, and how do we ensure they have the financial resources to do it without accidentally disqualifying your child from their government benefits?
Our ProcessTrust Is Built Over Time.
Our process starts by listening then asking questions to get to know you and find out if we are a good fit. Then we walk you through our findings and fiduciary recommendations.
STEP 01 Introductory Call
Assess your current financial situation.
Understand your dreams and where you want to go.
Identify and define potential risks you are currently taking or could be facing.
15 Minutes
STEP 02 Portfolio & Tax Analysis
Tax Strategies
Risk Analysis
Fee Analysis
Estate Strategies
Income Strategies
Clearly identify the cost of working with us
Deep Dive
STEP 03 Fiduciary Recommendations
Look at the various paths you could take to help reach your goals.
Learn details and fine-tune strategies, products, and services to help support your desired path.
Recommendations made with your best interest in mind.
Custom Plan
STEP 04 Implementation
Begin following the financial strategy you have set in motion by making changes (some small, some large) to help reach your goals.
Take Action
Followed By Ongoing Reviews As Your Goals And Financial Situation Change.
Who We ServePre and Post Retirees
Whether you are 10 years away from Retirement or 10 years after Retirement, we can help.
- Typical client ages between 60-80.
- Typical client has $500k+ in deferred tax savings.
- Typical client needs additional Income in Retirement.
- Typical client needs to minimize Taxes in Retirement.