OUR APPROACHWe start by helping you determine first, what is your “core priority” going to be in retirement? Unless there is clarity as to what is most important to you, finding the right financial solution becomes guesswork.
We work with you to create a customized plan, based on your core priorities and your input. We don’t use a “cookie-cutter” approach and we work with you to develop and implement solutions to problems specific to your needs and your retirement. We use a “holistic” approach to solving the variety of problems associated your retirement planning. We help you find the best methods to get retirement income that you will not outlive, find better ways to manage taxation, reduce risk with investments, plan for the transfer of your assets after death, find the best option to handle the high potential costs of long-term care and much more.We work with a team of independent advisors, including estate and elder law professionals, tax planners and financial advisors. We provide thoughtful analysis about the pros and cons of each solution to your needs. There is plenty of information you can find from various media sources and the Internet these days. However, there is also a lot of misinformation about various financial topics and we are diligent in providing more complete, balanced information so you can make more informed choices. |
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First we discuss everything that’s most important to you; what are your concerns, goals and desires. Our next step is to design a plan together, so you can make a well-informed decision for yourself. We feel it’s vital that you’re an integral part of the planning process. The end result? A plan that truly works for you. Finally, once you are satisfied with our work together, we help to implement the plan, one step at a time. With this approach, you’re never overwhelmed with decisions nor do you feel like you’re moving too fast. |
