Process

Six Areas of Planning

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The foundation of your plan starts with cash flow management. We discuss incomes vs. expenses and how it relates to your financial goals.

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A complete financial plan helps address the risks that could undermine your goals, deplete your assets, or threaten your income.

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Building wealth "potential" starts with your risk tolerance, time horizon, and investment goals. We then find suitable investments to pursue those objectives.

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Taxes are addressed in each specific area of your plan. We help our clients review taxes based on current laws.

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Accumulation Phase: We help assess how much needs to be saved to retire at your desired age.
Distribution Phase A Retirement Income Plan focuses on which income sources to draw from and at what time.

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Create the legacy you desire while having the proper documents in place.

What We Do

Our Services