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Our Approach

Non-financial goals are just as important to us as learning about your financial goals. We believe that when we understand you as completely as possible, we can guide you through a variety of life’s challenges.

01

Present Financial Position

Take the initial step in the creation of a Comprehensive LIFESTYLE Management Program. We will start by organizing your assets and liabilities into a format in which progress can be easily monitored. If appropriate, during this first phase we may also establish a spending plan to aid you as you pursue your financial goals and financial peace.

02

Protection Planning

The foundation of every LIFESTYLE PLAN entails reviewing financial risks and how they are managed to ensure they are consistent with your individual circumstance. This involves a thorough review of the following insurance coverages – life, health, property, casualty, disability, and long-term care.  We strive to eliminate shortcomings in coverages.

03

Tax Planning

In phase three, we will analyze your current tax status and determine opportunities to optimize your tax situation in order to support your LIFESTYLE. Our goal is to identify strategies that utilize tax benefits available within the tax code to minimize what is lost through taxation.

04

Investment Planning

After we have developed a thorough understanding of your present financial situation and obligations, we delve into reviewing the existing structure of investment accounts. We evaluate the appropriateness of your current investment tools and make recommendations to ensure the structure and tools are suitable for reaching your goals. Ongoing management of your portfolio is achieved using sophisticated methodologies focused on meeting your LIFESTYLE goals.

05

Retirement Planning

We will evaluate your current position in relation to your defined retirement goals, adjusting variables to pursue a most desirable LIFESTYLE once your active career days have come to a close. As retirement nears, we establish, implement and maintain a time-tested income strategy that maximizes the Lifestyle of which you have dreamed for your golden years.

06

Estate Planning

Comprehensive estate planning begins with an understanding of the forces for which one needs legal protection ranging from incompetence to death. It follows with a review of your current beneficiaries and current estate plan to ensure consistency with your wishes. It concludes with having the proper legal documents in place.

What Does Your
DREAM LIFESTYLE
Look Like?

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