We start our process by getting to know you. Not just your numbers, but you: who you are, what makes you tick, what you want for your family, and what makes you happiest.
We then apply real-life answers to your financial goals and show you how to achieve them. We constantly adjust based upon your life journey and economic changes to ensure that we remain on track and alleviate any anxiety you may have about your future.
We are here for you as an advisor and partner.
Once we have your goals set and an understanding of your monthly and annual needs, we put together your personalized plan. Your plan includes wealth projections based on your income, investments, social security optimization, and tax efficiencies.
We use sophisticated systems to ensure your wealth projections are a true reflection of your financial situation. We take great responsibility in ensuring we explain them to you in a clear and concise fashion. This is important as we want you to feel confident and comfortable with your plan and eliminate any worry about your financial future.
Once we have your goals and plans set, it is time to build that engine that will drive the success of your plan.
We assess your current risk and past experience and use our expertise to create the best investment plan for your success. We use proper asset allocation as the foundation of our investment plans. Our process for selecting funds is academic in approach and is led by our in-house Certified Financial Analyst. Funds are evaluated and monitored on a daily, weekly, and monthly basis.
Each client has their own unique goals that result in a tailor-made asset allocation to drive their successful retirement income plan.