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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

Life Direction 

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

Age 40-50

Wealth Accumulation 

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

Age 60-70

Retirement Transition 

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

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

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