You spent a lifetime accumulating, now it is time to plan for distribution. Live the retirement you envision, maintain your desired lifestyle while maximizing your income.
DO YOUR CURRENT FINANCIAL PLANNING CONVERSATIONS START, FINISH AND REGULARLY CENTER AROUND MAKING SMART DECISIONS TO MAXIMIZE YOUR SAVINGS AND INCOME? A COORDINATED EFFORT WITH YOUR FINANCIAL ADVISOR and tax planner TO CLAIM EVERY AVAILABLE TAX PLANNING STRATEGY IS essential.
THE FOUNDATION OF YOUR FINANCIAL PLAN BEGINS WITH PROTECTING WHAT YOU VALUE THE MOST. PROTECT THE PEOPLE WHO DEPEND ON YOU. PROTECT YOUR WEALTH. PROTECT YOUR HEALTH. PROTECT YOUR INCOME.
Starting early and allowing compounding growth to take shape is a great way to begin investing in your childs education. But lets also have a practical discussion on what education may look like in the future and ensure your plan has flexibility to keep with the changing times.
THE MULTITUDE OF INCOME DISTRIBUTION AND HEALTHCARE OPTIONS CAN BE CONFUSING. A DECISION THIS SIGNIFICANT SHOULD BE COUPLED WITH A COMPREHENSIVE RETIREMENT PLANNING STRATEGY.
SOCIAL SECURITY AND MEDICARE BENEFITS ARE TERMED ENTITLEMENT BECAUSE YOU EARNED THEM. DO YOU KNOW HOW EACH BENEFIT OPTION FITS INTO YOUR broader PLAN TO PROVIDE THE MAXIMUM benefit WHILE MINIMIZING TAXES AND HEALTHCARE COSTS?
DIVERSIFYING YOUR WEALTH INTO MULTIPLE ASSET CLASSES CAN POTENTIALLY REDUCE YOUR INVESTMENT RISKS AND PROVIDE ADDITIONAL PLANNING OPPORTUNITIES. IS REAL ESTATE ALWAYS A GOOD INVESTMENT? HOW DO YOU PROPERLY VALUE IT?
A WELL THOUGHT OUT, DOCUMENTED PLAN WILL ENSURE YOUR ASSETS ARE PROTECTED AND DISTRIBUTED ACCORDING TO YOUR WISHES WITH THE UTMOST PRIVACY. YOU PROBABLY NEED DIGITAL ESTATE PLANNING TOO. AND NO, THIS DOES NOT HAVE TO COST A FORTUNE.
Fees & Expenses
Where is my money held?
Up to you. I offer the flexibility to provide virtual meetings and eSignature options to handle your planning needs. I am glad to meet in person if you are comfortable and so long as we follow social distancing guidelines.
CERTIFIED FINANCIAL PLANNER™ is a voluntary designation earned by professionals who have successfully completed a comprehensive experience, education and exam curriculum.
CFP® professionals are held to a higher ethical practice standard above industry requirements.
No! Let's talk about you, your family, your business and whatever is top of mind. We can build from there.
To fit your life planning stage I earn compensation in the form of:
- Asset Based Management
-Comprehensive goals based plan of action
$300 at time of commitment; $150/month beginning day 61
- Commission Earned for implemented planning strategy.
Your account balance is not the best metric to determine if we would be a good fit to work together. After we have an opportunity to learn more about each other, we will be better able to see if we would be good business partners.
Yes, I will state in writing that the advice I am providing is solely in your best interest.