Working With A Financial Professional
Leaving Your Lasting Legacy
Your portfolio should help you meet your goals, get your wants and take care of your needs. Where you have your money invested should answer the question… am I on the best path to get what I want? We help you to decide what investment strategies are best for you, who should you confide in, and how to pick the right financial tools.
Money management consists of helping folks get to their goals such as paying for college, buying a new home or second home, helping children or parents, retiring early….having money there when it's needed. Financial needs, wants and wishes all should be met. This includes survival expenses or needs, desired expenses or wants and legacy or wishes you have. Money management takes into consideration 7 sources of retirement income:- Social Security- Employer Sponsored Plans- IRA’s- ROTH IRA’s- Brokerage Accounts- Continued working and (hopefully not) - Welfare or charity
Some considerations include: Looking at a potential retirement income gap so you can start to incorporate new strategies to make your retirement last as long as you do
Re-engineering your investment portfolio to help you meet your needs, wants and goals
Potentially minimizing your taxes
These all start with a good financial coach who understands a holistic financial plan to help you organize your money and choose the right financial tools.
A-Ask questions and we will listen intently to what your financial concerns and goals are. Analyze your personal situation with your values in mind. By evaluating your risk tolerance, risk capacity, and your attitudes as well as experiences, we can help you establish a direction and purpose for your overall investment strategies.
B-Base our plan on what we hear you say, what we see is happening in the economy that may impact your plan. Propose realistic financial strategies with tax minimization at the forefront. Market uncertainty, volatility, and inflationary pressures can create doubt in your investment portfolio; and even greater emotional concern with meeting your long term goals. It is our goal and responsibility to work with you to implement a plan that you can understand and have confidence in based on your expectations.
C-Challenge the status quo. We promise to think outside the box to come up with your best solution. Reviewing your progress on an ongoing basis and be available when you need us. Changing your financial GPS as your life changes.
S-Share your plan with the most important people in your life. After all your money needs to last the rest of your life with the people you love.
Our goal is provide you with total wealth management. Through a comprehensive integration of your financial goals, combined with close cooperation with your personal network of professionals, we will construct a personalized financial roadmap to assist you in every step along your financial path.
We want to help you live a better life by keeping your family and money as safe as we can from market risk and the risk of unnecessary taxation, while focusing on liquidity, guaranteed income, reasonable growth and what you want to leave as your legacy.
When you are ready, we are here to help you develop your comprehensive holistic plan. We pride our practice on the ability to provide advice and answers to your questions, to think outside the box, listen to you, and always do the right thing. We would love to give you a second opinion.