Services


Immediate Benefits

  • Health is Wealth – retiring before your health deteriorates due to stress from work.
  • A plan that your spouse can understand if you are no longer around.
  • Reduce the stress that money can bring. You don’t want to worry about what the market is doing while you’re on vacation or feel burdened by your money and afraid of making the wrong decision.
  • An Exit Strategy – Giving you the confidence to know that you can successfully retire and walk away whenever you want. Getting your ducks in a row.
  • You’ll know how much you can spend and never run out of money.
  • You don’t get the big ups or downs. Instead you win a little all the time.
  • You want your income stream to remain uninterrupted during prolonged negative markets.
  • You want a plan to smoothly transition into retirement.
  • Control over your finances.

Ongoing Benefits

  • A One-Stop Financial Planning Center – we work with a team of professionals that will be able to assist you with various aspects of your financial world: attorneys, accountants, medical brokers, estate planning, etc.
  • A place for your kids to call if something happened to both of you in an accident.
  • Open line of communication to call or set appointments with me. A sounding board for financial ideas, concepts, or “What if” questions.
  • Working with a Fiduciary Adviser that they can trust and help them put it all together.
  • You will have peace of mind and be able to sleep well at night.
  • Working with an independent firm, which means we aren’t beholden to any one company.
  • More time to do the things you want to do. You saved all this money, what did you save it for?
  • Client events to meet our other clients.

Individual Services

  • Traditional Long-Term Care Analysis
  • Asset-Based Long-Term Care Review
  • Multi-Generational Qualified Disbursement Review
  • In-Force Life Insurance Audit
  • Financial Estate Protection & Maximization Review
  • Beneficiary Audit
  • Asset Allocation Review
  • Independent Objective Portfolio Analysis
  • Risk Score Analysis
  • Portfolio Stress Test
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Income Replacement Stress Test
  • Income Tax Analysis
  • Roth IRA Conversion Report

Business Services

  • Business and Strategic Planning
  • Business Succession Planning
  • Business Valuations
  • Buying and Selling a Business
  • Asset Protection