Creating an Integrated Approach to Your Financial Life

Our process revolves around creating a holistic financial plan. A holistic plan takes into account all coordinating areas of your financial life, including:

  • Investments
  • Insurance
  • Tax planning & preparation
  • Social Security strategies
  • Medicare
  • Estate planning

The Advisor reviews each of these areas annually  to ensure everything is working together towards your specific goals.

Clarity 2 Prosperity: A 4-Step Plan

1

UNDERSTANDING WHERE YOU ARE NOW

  • Getting to know our firm
  • Understanding your goals and objectives
  • Understanding your current finances
  • Services we offer to meet your needs
  • Taking action on organizing your financial life
2

DETERMINING WHERE YOU WANT TO GO

  • Organizing your financial life & estate
  • Understanding your money
  • Prioritizing your goals & objectives
  • Developing a plan for implementation
3

ACHIEVING YOUR PERSONAL HOLISTIC PLAN

  • Recap progress we’ve made
  • Designing your customized Bucket Plan
  • Aligning your market volatility tolerance with your plan
  • Recommendations provided
  • Implementing your plan
4

PROVIDING CONTINUAL SERVICES & SUPPORT

  • Ongoing consultation
  • Customized review process
  • Annual plan update meeting
  • Proactive communication & education
  • Client appreciation events
  • Limitless availability

Your Finances Are Personal. Your Retirement Plan Should Be Too.

Now is the time to ensure that your retirement is secured. Partner with us, plan for you. 

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