Worry-Free Comfortable Lifestyle, begins with a plan...
Our planning process is Values-Based Financial Planning.
We believe that the BEST way to insure a "worry-free" comfortable lifestyle is to not only have a plan, a written plan, but have the plan based on your personal values ...it drives the disciplines and actions for lifestyle.
We begin by completing your Financial Road Map®.
We stress test your current portfolio using benchmarks and historical data.
We identify any income gap among both fixed and variable sources of income.
We complete a review of projected longevity.
We illuminate any areas for improvement.
We test any ideas you may have.
Our planning process delivers several scenarios:
- A fully-guaranteed approach
- A non-guaranteed approach
- A managed option
- Tax planning optimization
If you want a "Worry-Free" comfortable lifestyle, then you must have a written plan you are excited about...it keeps you on course.