Broker Check

 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

Planning for a Lifetime of Possibilities

To Learn More About Our Planning Process - Watch the Videos Below!