How We Serve
We specialize in creating retirement income plans for clients contemplating or entering retirement. While many clients have a sense of what they have, many have no idea what they can expect from it. As holistic planners, we build the bridge between creating wealth and distributing wealth.
We begin by helping our clients define what they want from their wealth to create their financial legacy in retirement. Once we understand how the client defines their ideal retirement, we design a plan showing them how to succeed with the resources they have. We look at all areas of the client's financial life mindful of their objectives and the risks that could interfere with their financial legacy.
The result is a roadmap that pulls together the client's objectives, financial situation, opportunities and risks in one integrated plan of action. The customized action plan is based on what the client values most and is designed to maximize their assets and income potential to reach their goals.
Our process includes a system that helps manage our clients' diverse assets by combining them into one integrated site.
Our fees are based on the scope and complexity of the planning involved. We focus on the planning first and are set up to implement the plan if appropriate by using independent solutions. We can serve our clients on a fee only basis depending on the situation though our best relationships involve working with the client for the long term and overseeing their assets and risk management.