Step 1 - We analyze everyone's unique financial snapshot, no matter what stage you may be at in your life, short-term or long-term.
Step 2 - Whether its accumulation of wealth, protection of what you've built, and then ultimately passing it after or during your lifetime, we strategize pathways to your destination. Some you may not be seeing or even thinking about.
Step 3 - We help to remove your concerns to give you that special peace of mind. Because a clear path and a positive, strong money mindset frees you up to live your life while your goals are being achieved.
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual or annual meetings to review and evaluate your investment performance,
update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Independent Advice
- Recommendations regarding positioning of investments within your employer provided retirement plans
such as 401(k)s, Defined Benefit, Deferred Comp and ESOP plans
- Quarterly economic report detailing updated analysis and a current view of the investment markets
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for increasing tax reduction strategies
- Annual review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax strategies including tax advantaged investments
- Staying current on and presenting new tax laws that can affect your situation
Retirement Income, Distribution & Care Planning
- Analysis of your current and future income needs
- Insurance planning and analysis, Long Term- Care Reviews and planning
- Continual development and implementation of recommendations to fund your income needs to enhance your lifestyle
- Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
- Analysis of the beneficiaries of your IRAs and life insurance
Family Wealth Planning
- Analysis of your current estate plan
- Review of strategies to efficiently transfer wealth to your loved ones
- Complimentary consultation with your attorney
- Assistance in transferring assets to your Living Trust or other trusts
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
Client Services & Communications
- Quarterly Newsletter to keep you apprised of the most current planning strategies
- Quarterly, semi-annual or annual reviews
- Special reports on how to help reduce your taxes and other important topics
- Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)
Are you listening to a voice or an echo?
An echo tends to sound like everything else, but a voice is clear. And, if it’s one thing I am, it's straightforward with the truth when it comes to how to create, keep and pass wealth.
Ignoring signs is a good way to end up at the wrong destination.
You do not want to get lost in this chapter of life.
There is a beginning, a middle, and an end that you get to write according to your vision and goals. That’s where I come in with a plan to help you succeed. My expertise and knowledge is here to guide you.
How do you want to spend the rest of your life? Where do you want to go and how do you want to live? What monies do you need to do that in the short term and long term?
It is our personal involvement in that goal that sets us apart.
You are never too busy to take care of yourself, mentally, and physically. When you decide to make your finances a priority in your future life... your reality will start to reflect that and so will your choices.