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. A self-managed option (DIY's)
  5. Tax planning optimization

If you want a "Worry-Free" comfortable lifestyle, then you must have a written plan you are excited about...it keeps on course.

Our comprehensive plans are custom to your needs and guaranteed!  

Ready to get started? Simply, click the button below and we'll schedule time to share more.  We'll also include our valuable .pdf checklist, "7 Items You Must Master For A "Worry-Free" comfortable lifestyle.