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Our Process

Introductory Consultation 

Introductory Consultation 

All of us want to know what is the best course of action to take in order to ensure a secure retirement. In order to do that, we must look at the specific issues and needs that each individual has.

Through the process of having a conversation, we will ask questions that we have fine-tuned over the years, and listen intently to your responses in order to identify what we will need to address in future visits. Our goal is to help you to get to know us, and more importantly, for us to get to know you!

Strategic Planning Session

Strategic Planning Session

Most of the work that we do will be behind the scenes. The tools that we have available to us are Wall Street caliber, but the service that you will receive will be Main Street attentive.

We use state-of-the-art tools to properly analyze and evaluate your current financial situation. Then, taking into consideration your goals and needs, we put together a plan designed to optimize your retirement years.

Solution Review

Solution Review

One of the most difficult tasks in implementing a retirement plan is understanding it. We take the time needed to explain our plan piece-by-piece to make sure your plan makes sense to you.

We are not going to complicate your retirement to the point to where it doesn't make sense. In as many follow-up visits that are necessary, we will walk you through the plan that has been personally designed for you, step by step. Your plan will be thorough, but comprehension will be simple.

Retirement Income Planning

In planning for your retirement, the first step is to figure out how you will replace your working income.

We will walk through all income programs that are available to you and work to help determine which one best meets your needs.

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Investing in Retirement

In retirement, some of us will need more money; some of us will want more money.

Once you have established your income floor through various sources of secured income, you can use the remaining dollars to invest appropriately.

Based on your values, need for growth, and propensity for risk, we'll educate you on how to invest your excess dollars.

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Efficient Tax Planning

Taxes will play a prominent role in your retirement income. Some topics to consider would be how much of your Social Security will be taxed, should you convert your existing IRA's to Roth IRA's, and so forth.

We want our clients to be able to enjoy their taxed and tax-deferred income in the most efficient way possible. Pay your taxes, but don't leave Uncle Sam a Tip!

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Social Security Optimization

Many people leave thousands of dollars at the feet of the government by not looking into which of the over 500 different ways one can claim Social Security benefits.

When you do go to retire, be sure that you know the best way to take Social Security benefits for your particular situation.

Let us review your plans, and use the tools at our disposal to optimize your Social Security plan.

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