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How much do you know about your personal financial plan?

Test MY Financial IQ!

Enjoy Your Money During Retirement
With Reducing Risks and Taxes in Mind

Retirement Lifestyle Blueprint

In our first meeting we will design the vision for what you would like your retirement to look like. The Retirement Lifestyle Blueprint that we generate during this conversation will guide our discussions and decisions during the rest of the process.

Data Gathering & Clarification

At this stage we will bring your entire financial picture into focus. By clarifying your financial data, we will come to a place of common understanding about exactly how your financial world is currently structured - and what that means to you from a retirement income standpoint.

Retirement Risk Analysis

With full data in hand, we will take a closer look at how well your potential retirement income must be protected from the unique risks that exist during this phase of life. Retirees face challenges during these years that their working counterparts did not. For example, the worry of living too long, the short term timing of stock market returns, health risks, and interest rate risk are all risks specific to retirees. 

Retirement Cash Flow Maximizer

At this step, we will examine your possible options for generating income in retirement. This conversation will involve delving into the specifics of how to allocate and balance various financial products such as investments, annuities and insurance, as well as the details of how to tactically make withdrawals that are tax efficient and less risky so that you can feel confident about the amount and consistency of your retirement paycheck.

Implement and Review

With confidence around the Retirement Income plan, at this stage we help a client implement and begin enjoying the fruits of their labor without the stress so many other retirees face today. We seek a lasting relationship with you and your family. Knowing that the future is inherently unpredictable, we will continue to meet regularly to ensure that your plan for a confident lifestyle in retirement is still in line with your goals.