Your Retirement Field Guide

Your Vision. Your Goals.
Our Planning.

 

Retirement Solutions - How We Help

  • Goal Setting

    Goal Identification + Goal Prioritization → Envision, discuss, plan, strategize

  • Net Worth Analysis

    Formulate your financial balance sheet → What you have. Where it is. How it is working for you.

  • Cash Flow Analysis

    Compare what you have + what you earn to what you spend so that we can determine what is the appropriate path to succeed

  • Executive Compensation Analysis

    Prioritizing your pay strategy can save you money over the long term

  • Employer Benefits

    Ensure you are leveraging your best options

  • College Funding

    Plan for these expenses given the aspirations you have for your family

  • Retirement Analysis

    Be strategic about how much you need to live & thrive and where you pull your money from

  • Elder Care Planning

    Be prepared for evolving situations for yourself and your parents

  • Tax Optimization Strategies

    → Lifetime Tax Planning & Optimization

    → Tax-optimized Portfolio

    → Tax-Loss Harvesting

    → Charitable Giving Strategies

    → Wealth Transfer Strategies

  • Insurance Needs Analysis

    Insurance Needs & Risk Analysis → Review what you have, how it fits your needs and circumstances, and address any gaps or opportunities

  • Estate, Gifting, & Charity

    Protect your assets. Avoid probate. Beneficiary review. Power of Attorney review. Gifting strategies. Wealth Transfer strategies. Charitable trusts. We will help you leave a legacy for the people and causes that matter most to you by ensuring your wishes are fully integrated with your financial plan.

  • Investment Management

    Build portfolios and determine asset location strategies to put your money to work for you

  • Business Owner Consulting

    Business and personal finances are integrally entwined → How do you optimize both? Tax planning, Cash Flow Planning, Transition Planning, and more

  • "What If" Scenarios

    Instead of wondering, ask. We will help show you what it would look like if you dare to dream or would like to see what a possible life change may mean to your retirement and financial plan.

  • Social Security Claiming Strategy

    Timing matters, but only in the context of your full retirement picture. Additionally, coordinating your benefits with your spouse's benefits can help you both get the most out of your Social Security payments.

  • Planning for Medicare and Healthcare Costs

    Plan for your healthcare in retirement. Planning for Medicare requires budgeting for premiums, deductibles, and out-of-pocket costs. We help you develop and understand your plan for long-term care.

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Comprehensive Financial Planning

 

  • Financial planning takes the guess work out of managing your finances and helps you understand the implications of each financial decision you make.

    Everyone has different goals, so it is important to have a unique plan that drives joy by working towards your ultimate potential.

  • The Financial Planning process begins with connecting and listening.  We'll have a real, honest discussion to understand your needs. From there, we securely collect data and design a financial plan focused on your concerns and goals. 

  • Clarity, Confidence, a Partnership. Your Financial Plan is a tool we'll reference during our relationship as we move toward reaching your goals. We'll monitor and adjust your plan as life requires.