Our Process
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Step ①
Investing to Save Money for Retirement:
We’ll help you make investment decisions to fully utilize your retirement assets in a tax-efficient manner.
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Step ②
Generating a Stream of Retirement Income:
The day you retire isn’t the end of your retirement plan; it’s halftime. You’ll also need a strategy to produce income streams to cover your expenses and retirement lifestyle, while minimizing the impact of taxes and inflation.
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Step ③
Preserving Your Retirement Assets:
Asset preservation is a must during both the accumulation and income phases of retirement. Your retirement plan must include strategies to minimize the effects of illness, market declines, inflation and other potential negative events.
A Retirement Plan That’s Personalized for You
Retirement planning is not a one-size-fits-all exercise. Every plan is different because no two people have the same income, the same goals, or the same circumstances.
Being independent also enables me to devote the time and energy that’s necessary to fully understanding your:
Current and anticipated income and assets
Anticipated retirement age
Goals and aspirations for how you hope to spend those retirement years
Goals for your family
Intentions for the legacy you hope to leave
Risk tolerance
