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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.

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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.

Can You Afford to Retire?

Taking Control Of Your Financial Future


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