If recent events have you wondering if your financial plan is still on track, our customized planning process is designed to help identify any gaps you may have and how best to fill them.

8 Step Financial Planning Process

Data Gathering & Goal Discussion

Let’s us get to know who you are
Discuss your goals & objectives
Review your financial position

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Retirement Planning

Review your cash flows (income, savings and expenses)
Maximize your Social Security benefits
Review your Medicare options
Make sure you don’t outlive your savings
Provide lifetime income
Keep pace with the rising cost of living

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Investment Management & Planning

Match your goals & objectives to an investment portfolio
Determine your risk tolerance
Evaluate & select investment managers
Rebalance your portfolio
Monitor your investment activity

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Insurance Planning

Determine your life insurance needs
Discuss your long-term-care options
Review your property & casualty coverage
Review your disability & liability needs

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Legacy Planning
& Strategy

Leave a meaningful legacy to something or someone you care about deeply
Education planning needs for your grandchildren
Align your beneficiaries with your estate plan

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Tax Planning

Develop strategies to minimize
taxes over time
Create your tax-efficient
distribution strategy
Monitor any changes in tax law

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Estate Planning

Review your current estate planning documents:
- Will
- Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- Trust
Align your beneficiaries with your estate plan

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Monitoring

Semi-annual review meetings to determine your progress and any changes

Schedule a free consultation today!