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ADVANCED PLANNING

Guiding You to Financial Freedom

Your families financial health and legacy is so much more complex than just investments. These other pieces we categorize under the term, "Advanced Planning." Doing Advanced Planning requires proactivity, experience, creativity, and technical know-how. Many of these pieces are driven first from a emotional place, rather than programmatic or analytical. This is why we put so much emphasis on mutual suitability, relationship management, and having foundation of trust.

Standard of Care

Age 20-30

Age 20-30

LIFE DIRECTION 

Budgeting
Debt Management
Employer Benefits
Investing 101
Roth vs Traditional IRA
Rent vs Buy

Age 40-50

Age 40-50

WEALTH ACCUMULATION  

Insurance
Estate Planning
Debt reduction
Financial Plan
College Funding
After Tax Investing
Retirement Plan

Age 60-70

Age 60-70

RETIREMENT TRANSITION  

Work Optional
Risk Management
Long Term Care Plan
Retirement Transition
Medicare
Social Security Planning

Age 70+ 

Age 70+ 

COMFORT AND LEGACY  

Income Planning
Will vs Trust
Required Minimum Distributions
Protecting Capital
Charitable Gifting
Estate Reduction

Why have a living financial plan?

Financial goals rarely achieve themselves. They require comprehensive planning that starts with an understanding of where you are today, where you want to go and the changes and challenges you may face along the way.

Whether you are retired, transitioning to retirement or 20 years away from retirement, we will help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we will identify the income sources and opportunities that are most advantageous to you.

Our Financial Planning encompasses:

  • Establish financial goals and objectives
  • Create financial statements: net worth and cash flow plan
  • Retirement income planning
  • Recommend suitable asset allocation to meet your goals, timeline, and risk tolerance
  • Developing your investment strategy
  • Planning for a child’s or grandchild’s education
  • Insurance planning
  • Estate planning

Get in touch

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Investment Consulting
Relationship Management
Advanced Planning