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


 

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA legacy planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax planning

The Fiscal Blueprint 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