We have Developed & Refined a Unique Comprehensive Planning Process
Discovery
Your Dreams, Values, and Goals
All planning exists to support the things most important to your life
Plan Design
Comprehensive, Coordinated Plan Design to help make sure your life runs smoothly
Implementation
Be Free to Live your Dreams! We'll take care of the rest so you don't have to worry
Follow Up
Receive the personalized attention you deserve and need for your always evolving life
At the Heart of Your Uniquely Designed Plan will be Your Family's Dreams and Goals
Your Plan May Include:
Understanding Your Dreams, Values, and Goals
Identifying Potential Planning Mistakes and Uncovering Opportunities
Three different Risk Profiles to uncover your Risk Tolerance
The RetireWise 360 Bucket Plan
Detailed Investment Recommendations including Risk- Focused and ProActive Investments (if appropriate)
Custom Social Security Strategies and Medicare Assistance
Pension Analysis and Recommendations
Written Income Plans including a Surviving Spouse Income Plan
Review of Will and Estate Planning Documents (provided by outside Attorney) and Beneficiary and Titling Review
Life Insurance Audit
Access to the "360 Live" Online Financial Portal with Secure Vault storage for important documents
Family Estate Organizer
Roth IRA Conversion Analysis
Estate Tax Reduction Strategies
Charitable Gifting Strategies
Tax Harvesting Recommendations
Probate Avoidance discussions
$99 Tax Preparation...and more