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Personal Financial Planning

OUR FINANCIAL PLANNING PROCESS

What is personal financial planning?

 

A low stress conversation.

Where we listen to you.

To learn about what you want in the future.

Then we collaborate on the best way to get there and make it happen together.

This Strategy is generally fitting for clients with a net worth of up to $3M with $500k+ of investable assets.

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INVESTING TO MAKE WORK OPTIONAL

Our robust platform of traditional, alternative and private investment options as well as specialized Portfolios seek to help you protect your nest egg. 

 

  • We seek the optimal rate of return for your risk tolerance.

  • We strive to give you a stream of income you can count on.

  • We seek to manage market risk.

We want to know you. Our plans are set up to serve you.

  • Asset classes that fit you and your risk tolerance.

  • Investments that are tax efficient.

  • We operate as your investment fiduciary. We stick with what works for you and is in your best interest.

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OUR INVESTMENT MANAGEMENT STYLE

What is comprehensive wealth planning?

Our role is to look at all areas of our clients' wealth.

Our team manages investments and also understands and analyzes topics below the waterline, which are often hidden from plain sight.

 

Looking at all areas of our clients' wealth is called comprehensive financial planning. This helps guide you and your family to make the best decisions to make your money work for you.

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PLANNING TO MAKE WORK OPTIONAL

Want a real plan that you can live with? We've got you covered!

We look at your full financial picture:

  • Social Security Timing

       - How benefits may interact with other sources of income

  • Stream of Income

  • Pursue the Optimal Investment Return for your Risk Tolerance

  • Seek to Reduce Costs whenever possible

  • Strive to Mitigate Investment Risk

  • Work towards conserving your savings

Tax Planning: Looking Ahead

 

  • We will analyze strategies to keep your taxes low during your retirement years, so you can get on with living!

 
CONFIDENCE IN RETIREMENT

What's Working?
What's Not?
  • We work to improve your ability to make work optional.
  • We work to improve returns while focusing on reducing tax payments.
  • Our Financial Planning Team collaborates with you, adjusting your portfolio for the unpredictable, tracking successes and communicating how your plan is progressing.
  • We help those who are retired...stay retired. Our services focus our efforts on enriching your experience.
  • We take care of you and your legacy.
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