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. 

Values-Based Planning

Our planning process delivers several scenarios:

  1. A fully-guaranteed approach
  2. A non-guaranteed approach 
  3. A managed option
  4. 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.