We make retirement planning simple
and understandable for everyone, everywhere.

Our simple, easy to understand, 3 step approach is a great way of helping
you get a handle on your true needs and desires and whether or not your
current financial strategies match up with your dreams.

Education

Quite simply, our main objective it to educate you about the various “Safe Money” products available today. New products are constantly being introduced to the public all the time. One of the most common statements I hear from people is “I didn’t know products like that were available”. Take the time to learn your options!

Once you know all your opportunities, it’s much easier to make an objective decision as to the direction you want to go. Then Our simple, easy to understand, 3 Step Approach is a great way of helping you get a handle on your true needs and desires and whether or not your current financial strategies match up with your dreams.

Evaluate

A review of your asset allocation and tax return to determine what your current situation is to identify things like your risk tolerance, asset allocation and phantom income taxation, uncovering incorrect uses of taxable and tax-deferred strategies and discovering missed opportunities for offsetting gains and losses.

Our Approach can help you implement the correct strategy to properly balance you asset allocation and to lower or eliminate your taxes and find the money at risk and falling through the cracks now and in your future. Is an income analysis to determine if you are using your income sources properly and in the most tax efficient method. With the ever-increasing cost of inflation, we find out if you have adequate income to meet your future needs. Your actual inflation rate may be different than the government quoted inflation rate as your rate is based specifically on what you spend money on.

Analyze

A risk analysis to make sure your investment risk exposure is one you are comfortable with and is in line with your investment allocation strategies. Research shows that people make poor decisions and receive low rates or incur losses because they have more risk than they are comfortable with. A simple set of questions we use in our 3 Step Approach will help assure you of what your risk comfort level is and help you avoid losses you are not prepared to handle.

Are you preparing to sell real estate or a business? Do you need to increase your income stream or lower your risk level? Have you lost a spouse and now have all the financial decisions to make? Are you retiring or rolling over a large sum of money? A complete discovery of what you want your money to do for you is the most important first step. Given today’s environment, there is no better time to look forward and take control with our 3 Step Approach.

Interested in Learning More?