​

​

SERVICES

Through our comprehensive planning process, this high-touch service will involve:​

• GOALS

  • When is the last time that you wrote down your goals and prioritized them? Let's make sure we know what success means to you! 

• CASH FLOW

  • We will identify how much money you NEED per month to maintain your current life style and accomplish future goals.

• INCOME SOURCES​

  • We will get updated projections and discuss all options for:​

    • Social Security ​(When should you start? Is it taxable?)

    • Pension (Which payout method is best?)

    • Annuity (Is this a good idea? What are your options?)

• INVESTMENTS

  • We will build you a portfolio that is tailored to your needs, capacity for risk, and time horizon. 

• TAXES

  • As we are develop your plan, we are always looking for ways to save you money on taxes and are happy to partner with your trusted CPA.  ​

• PLAN DELIVERY

  • We will put together all the pieces of your plan, forecast them into the future, and have an honestly discussion about your trajectory. 

• IMPLEMENTATION

  • We will work together to implement any recommendations we might have and continue to work with you as your plan and goals change.

​