OUR SERVICES

Planning/Retiree Transition

DISTRIBUTION PHASE

We’ll help coach you through the details of retirement, like not outliving your money, when to file for social security, and how to manage healthcare costs, so you can transition into your golden years with confidence.

Professionals/Savings Programs

ACCUMULATION PHASE

We’ll work with you to develop a customized plan on how to best plan for retirement based on your lifestyle now and your hopes for the future. From there, we’ll take care of everything – coordinating the investment and monitoring of your accounts and contributions – with complete visibility and transparency.

WHAT TO EXPECT

NO COST CONSULTATION TO ASSESS YOUR CURRENT FINANCIAL SITUATION.

A DISCOVERY MEETING WHERE WE TALK ABOUT YOUR FINANCIAL GOALS AND CONCERNS.

  • Evaluate personal financial risk tolerance, and investment objectives, blending psychology and statistics.
  • Collect and organize the information needed to develop an asset management program which includes your goals and the resources available to fund them.
  • Personalized explanation of investment risk and return to help better understand how investments might perform in the future.

PLANNING ENGAGEMENTS INCLUDES A DELIVERY MEETING AND THE FOLLOWING:

  • In most cases, a 10+ page financial plan starting with a net worth statement and ending with an action checklist.
  • Recommendations in the following areas: cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning and tax planning.
  • An asset allocation on your 401(k) or work retirement account(s).
  • Detailed recommendations to help you maximize the benefits your employer offers.
  • Proactive measures to protect and defend your identity and financial well-being from cybercrime.
  • Network of other professional resources that we can recommend based upon your individual needs. Our resources include the following professionals with preferred pricing arrangements:
    • Estate Planning Attorneys
    • Accountants
    • Insurance Agents (Some of our IARs may also be licensed insurance agents – see disclosure in our firm brochure.)

PERIODIC FOLLOW-UP TO MEASURE PROGRESS.

Delivered in person, by phone, web conference or recorded screencast.

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