Our firm specializes in helping individuals develop sound retirement strategies. Whether you are in the wealth accumulation, preservation or distribution stage, we are here for you.  Our firm offers personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


OUR WEALTH MANAGEMENT PROCESS

Initial Call

Initial Call

In our initial call, we learn more about your needs and togehter decide to schedule the Financial Road Map® Meeting.

Schedule Initial Call
Financial Road Map® Meeting

Financial Road Map® Meeting

At the end of this meeting, you will have a physical document that aligns your interests and values with your financial goals.  It is complimentary and yours to keep.

Schedule Financial Road Map® Meeting
45 Day Follow-Up Meeting

45 Day Follow-Up Meeting

In this meeting, we present our initial plan of action based specific to your needs and financial goals.

Schedule Meeting
Annual Progress/ Advanced Planning

Annual Progress/ Advanced Planning

Wealth building is an on-going process that we fine-tune for you.  In addition to first year meetings and annual progress meetings, we will meet with you as new financial matters arise..

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Your Financial Path

Goals:

  • Save earned income for current and future needs and desires
  • Increase tax efficiency
  • Reduce debt and market risks
  • Improve cash flow

Goals:

  • Prevent wealth-eroding factors from impeding asset growth
    • Taxes
    • Inflation
    • Penalties
    • Interest rate and market fluctuation
    • Health concerns

Goals:

  • Efficiently and effectively pass their wealth onto future generations or charities
    • Estate taxes
    • Income taxes
    • Complex estate plans
    • Irrevocable decisions
    • Restrictions and penalties
    • Forced sale of assets
    • Probate
    • Mortality
    • Lawsuits

For more information about our firm and the services we offer.

Let's Talk

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