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


We offer services in these three areas:


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


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


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


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


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


IRA legacy planning

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

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