What are your financial goals?
Are you ready for retirement?
Have you maximized your Social Security Benefits?
Are you leaving an inheritance?
What is your retirement number?
Financial Planning Process
Foundation & Investment Meeting
Initial Review Meeting
Portfolio Review Meeting
Retirement Review Meeting
We start the financial planning process by diligently seeking to understand and outline your current financial position to discover where we are currently located on the road map to accomplishing your lifestyle goals and objectives. We then work with you to lay out alternative plans and conduct scenario analysis to determine the probability of success and adjust accordingly. This empowers you to make informed decisions and provide comfort knowing that you are equipped with a team of professionals to help navigate through retirement.
The following are examples of some of the services and issues we may address in developing your financial plan:
- Wealth Accumulation
- Retirement Analysis
- Estate Planning and Asset Protection
- Education Planning
- Tax Planning
- Risk Management
- Stock option analysis and consulting
- Charitable Planning
- Business Succession Planning