Retirement is supposed to be a permission slip to do what you love with the people you care most about. Whether that means traveling, playing golf every day, or just spending time with your grandkids, you shouldn’t have to spend these years worrying about your money.
We believe in customization that includes specific, actionable recommendations for what you can do with your money to maximize the impact of what you’ve saved. We evaluate current and future cash flow, investments, insurance, debt management, taxes, future retirement needs, family protection, wealth enhancement, and more. Our plans and recommendations are based solely on helping you live your retirement dreams.
Your Focused Wealth Plan includes:
1. Your Personal Family Index Number
2. Personalized Cash-Flow Based Planning
3. Risk Management Assessment and Planning
4. Social Security Analysis and Optimization Summary
5. Life Transitions Analysis (Relocation, etc. when applicable)
6. Personal Wealth Matrix™ Dashboard