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 – Meet with our team 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)