It's Not About the Money, It's About Your Life!

 

Our Services - The Fiscal Blueprint(TM)

Income Blueprint

Minimum Dignity Expenses

'Fun' Money

Guaranteed Income (Social Security, Pensions, Annuities)

Withdrawal Strategies

Investment Blueprint

Risk/Return Profile

Asset Allocation

Institutional Management

Design & Re-balance

Tax Blueprint

Tax Diversification

Roth Conversion Strategies

Life Insurance Retirement Plan

Gain/Loss Harvesting

Estate Blueprint

Estate Tax Efficiency*

Asset Protection Planning*

Trust Planning*

*Montgomery Financial will work directly with your Estate Planning Attorney or Legal Professional

The Fiscal Blueprint™ Meeting Process

First Visit

Get to know eachother

To address your goals, core values, concerns and to review your current:

  • Income Plan
  • Investment Plan
  • Tax Plan
  • Healthcare Plan
  • Legacy Plan

Second Visit

Portfolio Review

Review Analysis of current accounts and share a rough draft of your plan:

  • Risk Analysis
  • Cost Analysis
  • Income Analysis
  • Social Security Analysis
  • Taxes & RMD Analyses

Third Visit

Game Plan

Implement details of your retirement plan and create:

  • Income Plan
  • Investment Plan
  • Proactive Tax Plan
  • Legacy Plan
  • Investment Policy

Fourth Visit

Onboarding & Delivery

Deliver policies, plan, and re-visit the comprehensive plan in detail:

  • Deliver Client Binder
  • Deliver Policies
  • Setup on line access
  • Establish communication plan moving forward
  • Schedule any necessary next steps for advanced planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

 

Or give us a call at (410) 208-1004