The goal is simple, make sure that your money doesn’t run out before you do so that you have peace of mind and security in retirement.
We create a step by step plan of action so that you know what to do with every dollar that you have so that you can accomplish your goals.
You have a finite amount of money that has to last you for up to three decades. We will help simplify your decisions so that every dollar that you have accomplishes one of the following:
- Money to create lifelong income
- Money to grow to keep up with your increasing expenses
- Money available for the unexpected
- Money to to pass on to heirs or charity
Our clients are looking for a blueprint and a game plan, but they also want regular ongoing help that keeps them on track…a trusted advisor that will monitor their situation continually and meet with them regularly to stay on plan.
Many retirees want help, but don’t know where to look or know who they can trust. We suggest you begin by allowing us to stress test your current plan.
This meeting helps you to evaluate the 4 C’s of a professional relationship:
Chemistry – Do we get along well together?
Competence – Do we have expertise in the areas of planning and investment management that matter most to you?
Character – Do we put you and your interests ahead of our own? Do we do what we say we’ll do?
Compensation – Are you comfortable with the way that we are compensated for our advice and ongoing planning and investment oversight services?
And for us, it allows us to determine if we can truly add value to your situation and if you’re the type of client that we would enjoy working with.
To see our ideal client profile Click Here.
This is a two meeting process designed to evaluate if your current plan, investments, and insurance coverage will accomplish your goals.
You provide us the basic information about your financial resources and goals in retirement and we will test how long your money may last based on your current plan. We stress test 3 scenarios:
- High longevity (to age 95)
- Long term care event
- Premature death of a spouse (if applicable)
At the end of the “Stress Test”, we will openly and transparently share how we may be able to help you improve or optimize your retirement outcomes and how we are compensated.
If you would like to get the process started, please Click Here