We Create Your Pre and Post-Retirement Income Investments, Tax, Healthcare & Estate Plan Modeled Through Age 100.
Here Are the Components of Your Financial Plan. We...
Create Your Custom Financial Plan Based On the 6-Part Advanced Retirement Planning Process
Listen To and Take Record of Your Retirement Goals and Objectives
Organize Your Retirement Resources
Plan Your Transition from Employer Income to Retirement Income
Evaluate, Explain and Compare Your Pension Claiming Options
Maximize Your Social Security Income Choices via a Separate 14-Page Custom Report
Forecast Your Future Taxable Required Minimum Distributions (RMD's) With Tax-Reduction Options
Review Your Best Sequence of Withdrawal Choices
Calculate Your Current and Projected Federal and State Taxes with Tax-Reduction Strategies
Stress-Test Your Portfolios Against Future Market Crashes
Include a Comprehensive Review and Analysis of the Top Performing Safe-Money Products
Identify Your Fixed and Discretionary Expenses With Inflation Projections
Evaluate Your Current and Future Health Care Coverage, Gaps and Options
Review Your Future Widow's Tax Penalty If You Are Married
Calculate Your Future Estate Taxes with Tax-Reduction Strategies
Model Your Current Financial Plan Through Age 100 Within One Integrated Program
We get paid a percent of Assets Under Management based on portfolio size. Fees are negotiable.
Insurance Related Services:
We get paid by independent insurance companies. Clients do not pay us on any insurance related products including Life Insurance, Long-Term Disability, Long-Term Care, Medicare Supplement, Fixed and Fixed Index Annuities.