Our Process

Experience our proprietary Financial Life Planning Process. This 5-step process will help you maximize your returns, reduce market volatility, reduce tax liability, and establish an estate plan for your family.

PORTFOLIO ASSESSMENT

Project how much retirement income will be available, how much of it will be subject to income tax, and how it will eventually be passed on to your heirs.

CREATE A PERSONALIZED STRATEGY

Create a plan to reposition account balances to reduce the risk of market volatility and potential rising tax rates.

LEGACY PLANNING

Create a plan to pass on a determined amount of wealth that will have the least amount of taxation.

EXECUTE THE PLAN

Reposition assets into the appropriate accounts over a determined amount of time to provide protection from market volatility, taxation and to integrate an estate plan.

ANNUAL REVIEW

Review your portfolio on an annual basis to make the adjustments necessary to reflect the changes in account balances, rates of returns and change in tax codes.

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