The Heart Of Your Financial Plan.
Understand what it takes to live the lifestyle you want.
where do you currently stand?
Your analysis starts by gathering all your data and determining where you stand today. We construct a Net Worth statement outlining your current savings and liabilities.
where DO YOU WANT TO GO?
Next we get personal. We help you identify your ideal retirement lifestyle. Vacations. Staycations. Kids. Grandkids. Freedom to live your way. This will be the most fun you have discussing your finances.
ARE YOU ON TRACK?
Let's put it all together. Once we know where you stand and where you want to go, the only question left is can you get there. Our analysis outlines your current progress as well as recommendations to improve your situation.
Retirement Savings Strategy
Determine how much you need to save, which accounts are best to use (401k, IRA, etc.) and how to align your investments.
Generating Retirement Income
Strategic plan to replace your working income, maximize pension benefits, optimal social security enrollment, and required minimum distribution plan.
A comprehensive retirement report including a net worth statement, investment risk review, and personal recommendations.
Our EXPERIENCE HAS TAUGHT US
What may seem out of grasp could be right around the corner. Or what you think is achievable could be a pipe dream. The only way to find out is to kick the tires.
Our job is to be objective and honest. We tell it like it is. However we have yet to encounter a situation where we could not get you excited about your future.