Planning

No matter what stage you are at in life, planning for the future is always a prudent decision.  The decisions you make today can have a significant impact on your future.  Whether you are planning for retirement, retired, or planning your legacy, working with a trusted financial planner is important.  Every client’s situation is unique to them and their family, it is our goal to create a customized financial plan that addresses your unique needs/wants/wishes.   

• Personal Financial Planning
  • Net Worth Statement - Analysis of the current assets and liabilities
  • Investment Allocation - Comprehensive view of your overall allocation.  Does your allocation match your goals or wants?
  • Protection - While we do not sell insurance related products, it is an important topic to address in financial planning.
  • My Legacy - Where will my assets flow upon my death? What's the best way to leave certain assets?
• Retirement and Cash Flow Planning
  • Monte Carlo Analysis – probability testing to determine the likelihood of success
  • When and Where to Withdraw - making the most of assets through planning
  • Social Security - compare strategies and the impact each strategy can have on the success of your plan
  • Health Care - plan for future expenses to protect assets
• Tax Efficient Investing
  • Making the most of volatility
  • Tax positioning to minimize taxes
  • Coordinate with your tax advisor
• In addition, we coordinate family meetings and assist families in succession planning and wealth education.

For more information, please contact our office at 701-478-3341.