Our Individual Planning Services begin with designing a retirement plan that has the capability to meet a wide
range of financial goals and objectives. The process begins with each potential client completing a Confidential Questionnaire that enables us to better understand their current goals and financial situation.
Through a collaborative process that is centered on client education, our firm designs a plan comprised of investment options and risk management strategies that are suitable to their retirement goals. The firm's Individual Planning Services are segmented into three areas: Retirement Planning, Personal Investments, and Risk Management. By addressing all three areas with our clients, our team is able to define their investment
and retirement objectives, educate them on their options, implement a personalized plan to meet those objectives, and help preserve those accumulated assets during retirement years.
Once the plan is complete, our firm works with each client to implement the plan and meets regularly to ensure
the plan is aligned with their objectives.
Developing a practical roadmap that integrates key risk factors that can impact an individualís ability to pursue retirement income goals.
Specific Retirement Planning Services may include: Financial Plan, Cash Flow Analysis, Investment Blueprint,
and Risk Assessment.
Broad diversification and asset allocation based upon a philosophy that stability of principal is necessary in providing consistent and predictable retirement income.
Specific Investment vehicles may include: Mutual Funds, Exchange Traded Funds, Fixed Annuities, Variable Annuities, Bonds, and Institutionally Managed Portfolios.
In the pursuit of your financial goals, a risk management strategy must be developed to assure sustained retirement income, protection of assets, and creation of an estate.
Specific Risk Management strategies may include: Life Insurance, Disability Income Insurance, and Long Term Care Insurance.