Money Can’t Buy Peace of Mind
But having a dedicated Retirement Financial Planner will
Protecting your retirement shouldn’t be a piecemeal process. You deserve a retirement financial planning partner with the foresight to help you cover all of your bases. That’s why our list of services isn’t an a la carte menu with hidden costs. Instead, it’s our promise to you to help you live your retirement to the fullest with a comprehensive, all-inclusive set of services for one transparent annual fee.
Tax Planning & Preparation
Without a tax plan, you could lose as much as 40% of your IRA value to Uncle Sam. We’ll help you protect your hard-earned money with a customized plan, tailor-made just for you, to minimize your tax burden. Come tax time, our trusted partners will handle preparation of your simple federal, state and city tax returns for a truly seamless, stress-free experience.
Retirement Income Strategy
Enjoy your retirement guilt-free knowing you won’t run out of money. We’ll build a detailed income strategy that ensures sustainable cash flow by maximizing your social security, pension, and other retirement assets.
Long-Term Care Analysis
Long-term care costs can be as high as $10,000 per month. We’ll ensure you’re safeguarded through strategies like self-funding and legal tools such as asset protection trusts.
Asset protection trusts are a powerful, proactive tool for insulating your wealth against unforeseen threats. Our certified estate and trust specialists will review your assets and help you navigate your options. Should you need a trust, our estate planning attorneys will create one for you at no additional cost, a benefit traditional financial planners can’t offer.
Market Risk Analysis
Do your investments match your desired amount of risk? We stress-test your portfolio, modeling its projected performance through economic downturns and bull markets, to ensure your exposure consistently aligns with your tolerance and goals.
We only offer products that meet our retirement-optimized criteria. Investments must provide an opportunity for your assets to grow with the absolute minimum fees and risk. Our investment cost analysis uncovers the advisor fees and hidden internal costs in your current portfolio that decrease your returns.
What’s it Like to Work with Us?
Here’s the Process.
We make it painless to Cover Your Bases, with our proven, four-step method.
In this phase, we’ll review income, assets, and your plans for the future but most importantly, it’s our opportunity to get to know you and your goals.
We’ll share our findings, identifying strengths and opportunities for maximizing and protecting your retirement.
Based on our conversations and the results of our analysis, we’ll develop a set of short-term and long-term recommendations designed to support your vision for retirement.
Together, we’ll review your plan annually to address any health, asset, or tax changes and adjust as needed to ensure your continued success.