My clients look a lot like you.
Here are a few scenarios of the types of people I serve.
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A couple in their 60's looking for someone they can trust.This couple was newly retired. They wanted personal service and a trusted parnter, not a slick salesman. They also wanted answers as they transitioned out of the workforce and into retired life.
We answered all their questions, then we implemented our Signature Process to provide a level of comfort and security. Now they can relax, knowing they have enough to live their best life in retirement. |
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A widow in her 70's worried about income reduction after the passing of her husband.Our client was extremely concerned about the assets that remained and having enough income due to the reduction of Social Security benefits.
We created a plan that kept the assets out of the "market" to avoid risk, with the goal of providing income she will never outlive. Our plan also established income streams that will begin at various intervals in the future, providing a rising income to help keep up with inflation. |
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A couple in their late 50's anxious to retire and want to get on track.This couple wanted to be proactive and secure their retirement. Using our Signature Process, we established a plan that would reduce market risk, as well as set up income streams that will coincide with retirement.
Now they know their retirement lifestyle is not dependent on market performance. They sleep well at night knowing that their income needs throughout retirement can be met from reliable sources. |
We'll focus on these 5 components
Generate Income
We help ensure your expenses can be paid reliably and predictably for the rest of your life.
Reduce Risk
We utilize sophisticated institutional money management tools to lower volatility.
Lower Taxes
We implement strategies to reduce your tax burden now, and in the future.
Build Wealth
We create an investment plan for assets that are not committed to generating income.
Leave a Legacy
We maximize your giving to charities and beneficiaries in the most tax-efficient manner possible.
We help ensure your expenses can be paid reliably and predictably for the rest of your life.
Reduce Risk
We utilize sophisticated institutional money management tools to lower volatility.
Lower Taxes
We implement strategies to reduce your tax burden now, and in the future.
Build Wealth
We create an investment plan for assets that are not committed to generating income.
Leave a Legacy
We maximize your giving to charities and beneficiaries in the most tax-efficient manner possible.
