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 blueprint that takes your financial resources and helps you optimize them to provide for all your retirement income needs and goals.
You have a finite amount of money that has to last you for up to three decades. We will help you to divide and allocate your money so that it accomplishes your most important retirement priorities.
You are looking for:
- Predictable income
- Liquidity and flexibility with your money
- Protection from loss and volatility
- Long term growth potential
The right plan balances these competing needs and also protects you from the unexpected such as:
- Long term care costs
- Premature death of a spouse
- Significant market declines
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. Our initial “Test Today” meeting process removes the risk and need to commit by allowing for mutual evaluation.
The “Test Today” meeting process 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.
The “Test Today” process is a two meeting process designed to evaluate if your current plan, investments, and insurance coverage will be effective and 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 investments. We also run a test for two alternative scenarios of a premature death of a spouse and a 5-year long term care incident.
There is no cost or obligation to you to complete the “Test Today” meetings. At the end of the evaluation process, 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