Holistic Financial Consultation
Our 4 Step Process…
- EVALUATE – Financial Stress Test to determine if your current financial plan is on track to achieve your retirement goals.
- PLAN – Our team meets to discuss your results and co-create a strategy that sees you to and through retirement.
- IMPLEMENT – Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!
- REVIEW – Once your plan is implemented, we’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.
In summary: Review and analysis of your current financial situation with recommendation and implementation. Increase your savings, retirement wealth, and security without spending more than you are currently spending.
Tax-Free Income & Benefits
Analysis of your current retirement savings with recommendations for an appropriate tax-free retirement plan. This includes:
- Assessing the Taxable Nature of Current Holdings
- Ways to Include Tax-Deferred / Tax-Free Money Strategies
- Strategize Income Withdrawals to Potentially Reduce Tax Burden
- Strategies to Leverage Qualified Money to Leave Tax-Free Dollars to Beneficiaries
We will ensure your monthly expenses can be paid with reliability and predictability for the rest of your life. This includes:
- Income & Expense Analysis
- Social Security Optimization
- Inflation Plan
- Spousal Income Replacement Plan
- Longevity Protection
We offer a wide variety of life insurance products from multiple companies, including:
Term Life, Whole Life, Indexed Universal Life and Final Expense (Burial)