“Remember that life’s a great balancing act.” - Dr. Seuss, Oh, the Places You'll Go!
In order to develop a successful financial plan that not only prepares you for retirement but helps establish a legacy of greatness, it’s important to take into account a variety of details. With our experience and wealth management knowledge, our goal is to address your needs and your aspirations for the road ahead. This means getting to know you and what drives your passion to live happily.
You’ll find that working with us means always receiving personalized attention and truly building a relationship that is meaningful. Our staff is available to handle your requests and answer your questions in a timely manner. Additionally, your advisor will meet with you in person on a regular basis to ensure that you and your loved ones are on track financially and personally.
Knowing how to plan for your retirement requires an objective understanding of what is important to you. Planning not only takes personal effort, but discipline and a basic understanding of investing. We will guide you through preparation, transition and asset management details.
Our team of professionals works alongside knowledgeable estate planning attorneys to help advise you on how to efficiently manage estate and income taxes, probate fees and associated legal expenses.
Our tax planning goal is simple, our advisors look for ways to keep more of your money in your pockets and out of the pockets of the IRS. Given the complexity of the tax code, our consultants can often be a valuable asset in creating a comprehensive tax plan.
We look for ways to help your business prosper. We help to establish or manage existing company retirement plans such as 401(k) accounts, SEPs, IRAs, Simple IRAs, etc. Tax management is also a critical part of the owner’s planning process.
From life insurance to long-term care, we will address and review any current policies you have, as well as potential alternatives that may better suit your needs. By getting to know you on a personal level, we’re able to ensure your well-being is protected and your overall health remains in good standing.
By understanding your employee benefits, we’ll help you explore the opportunities available to you from now until retirement. Our team will review and evaluate any items of concern from analyzing stock options to rolling over your IRA, to help make sure that you understand your benefits
What You Can Expect From Working Together
Together, we’ll embark on a financial journey to address your interests and goals for the upcoming years ahead. Throughout our process, we’ll determine the optimal steps for you to take in order to accomplish your financial objectives.
Step 1: Schedule
After scheduling your complimentary consultation and we decide there’s a mutually beneficial fit, we’ll conduct a review of your current financial situation. We will take a deep dive into the information you share to develop measurable goals. The most important items to organize prior to your first appointment include:
- Account Statements
- Tax Returns
- Estate Planning Documents
Step 2: Discovery Meeting
We will clearly illustrate the steps necessary to take you from where you are now to where you want to go. During this step, we will also determine if there is an opportunity to invest your assets as well as what options may work best based on your risk tolerance.
Step 3: Plan Presentation
It’s important to note that your financial plan is an ongoing process. We will work alongside you to update your plan based on a variety of transitions that may occur throughout your life. From a new job to changes in your health, we’ll ensure that your plan grows with you and your family’s needs.