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GUIDING YOU TO FINANCIAL FREEDOM

Financial Planning

REMOVE ANXIETY ABOUT YOUR FUTURE

We remove the stress of uncertainty and allow you to dream about that extra indulgence you thought a remote possibility. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past traditional employment. 


Our retirement plan includes:


Reviewing
Your philosophy, family, investment strategy, savings tools, special expenses like a home or college, and risks.

Optimizing
Your social security, medicare, savings and asset drawdown so you continuously make decisions that benefit your broader financial picture. 

Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

FINAL PLAN OUTPUT

Your final plan includes detailed projections and probability of success of you obtaining your retirement and associated goals including investment savings and drawdowns. We also provide a memo regarding recommended estate planning, tax strategy, educational funding, investments and insurance changes in order to organize your financial life. A social security recommendation will be made using our proprietary software.