Our Services

Your goals, dreams and objectives are the focus for our proprietary process, The LifePlan Solution™ , to guide you to the life you wish to lead. Your bigger future is the desired outcome and the process is simple and effective. Imagine life where you wish to travel, spend time with your family or simply sit down on the beach and enjoy a great book! Consistent communication and a predictable pathway to help you stay focused on the most important aspect of retirement – YOU.

To learn more about our planning process, view the video outlining our 5 Step Process above.

If you are several years from retiring, it is the ideal time to start planning for your future. As fiduciaries, we place your interest ahead of our own. To help you navigate the rough terrain of life, we offer our clients annual financial planning strategies that consider your current and future needs. You may wish for us to evaluate and “stress test” your employer plan assets, provide a cash flow plan to save more for your future or plan for your child’s education. Imagine all of your financial and tax planning needs located in one office.

Your plan may include:

Investment analysis and allocation
Cash flow analysis and recommendations
Income tax projection and planning strategies
Estate planning documents review and coordination with your attorney
Employer-plan asset allocation review and planning
Education planning strategies for your children and/or grandchildren
Succession planning for your business to the next generation

Your confidence to achieve your dreams is achieved through our investment planning process. By focusing on your needs and desires, we assist you by researching, creating and maintaining your assets in a manner that drives predictable outcomes for your family.

Our approach to investment planning is more than simply reviewing your assets.

Your planning process may include:

Analysis of risk within your employer-plan such as a 401(k), 403(b), SIMPLE Plan, etc.
Independent analysis of your current investment positions and recommendations to meet your goals
Define your timeline for continuous goal achievement in your career and retirement
Social Security Benefit optimization and timing
Inflation impact on your existing plan with strategies to maintain purchasing power of your assets
Analysis of the tax impact of existing assets and strategies to maximize your savings

You have worked hard and provided for your family. Why not plan your future with the same discipline? We work with your attorney to develop and implement a plan for your assets to be distributed in the manner you desire.

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