Our Process
Our Process
Our unique, time-tested process is based on years of experience; successfully helping clients accumulate and preserve their wealth while providing more opportunities for the next generation.
Our Process Broken Down
Identify
1
Identify and prioritize your future dreams and goals.
Analyze
2
Analyze and evaluate your current financial situation.
Develop
3
Strategize and develop custom recommendations.
Implement
4
Activate and implement your strategies.
Review
5
Review, and when needed, refine to help ensure the plan stays on track as your life evolves.
The 6 Key Areas Of Financial Planning
Financial Situation
1
Net Worth Statement
Cash Flow Analysis
Debt Management
Risk Management
2
Asset Protection
Life Insurance
Disability/Income Protection
Long Term Care
Property & Casualty
Group Health Benefits Plans
Key-Person Coverage
Business Overhead Coverage
Wealth Accumulation
3
Investment Portfolio Optimization*
Alternative Investments*
Annuities
Risk Analysis
College Funding Strategies
Tax Reduction
4
Income, Federal, State, & Estate Tax
Capital Gain/Loss
Alternative Minimum Tax
Tax-Free Income Generation
Captives
Retirement Planning
5
Income Withdraw Planning
SEP, IRA, Roth, 401(k), 403(b)
Social Security
Pension Maximization
401(k) Plans
Employer Sponsored Plans
Profit Sharing Plans
Non-Qualified Executive Compensation
Split Dollar Arrangements
Estate Planning
6
Will/Living Will
Power of Attorney/Health Care Proxy
Philanthropy
Wealth Preservation & Transfer
Buy-Sell Agreements
Business Continuity Plans
Create a cushion against market volatility
Diversify your sources of retirement income.