Our mission is to empower each of our clients to make the most of their personal financial resources, in accordance with their unique, personal goals and objectives, through the application of our truly holistic retirement planning process.
Whether you’re retired, ready to retire, or still a few years out, every new client must embark on our proprietary, 5-Step, REAL DEAL on RETIREMENT process. The result, your customized REAL DEAL BLUEPRINT that will serve as your guide throughout your retirement journey.
Your REAL DEAL BLUEPRINT will be updated annually to reflect any changes in the overall economy and/or your unique life circumstances.
This process addresses both your preferred future, or what we call Happily Ever After (HEA), as well as the various “What-Ifs” that need to be accounted for with any truly holistic plan.
By bringing together and coordinating each of the following key areas of retirement planning, Our retirement advisors strive to help each of our clients realize complete financial freedom, which extends far beyond their “balance sheet,” impacting every area of their lives:
• INVESTMENT PLANNING
Conservative Investment Strategies designed to preserve wealth and provide predictable, lifetime income
• RETIREMENT INCOME PLANNING
Focused on coordinating Social Security, pension, and personal investment income to provide a Lifetime of Income Stability
• TAX PLANNING
Strategies to minimize taxes over your lifetime to help ensure you keep as much of your income and assets as possible
• HEALTHCARE PLANNING
Incorporating Medicare and Long Term Care
• SURVIVOR, ESTATE, LEGACY PLANNING
Planning for a long, healthy life is just the beginning. Helping our clients prepare for life’s other eventualities is equally important and key to experiencing true peace of mind.
“The holistic financial plan is an integrated approach to coordinating all key areas of your financial life.”