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How We Work

1 - What Do You Want

What are you looking to accomplish? Your stage of life has a lot to do with your immediate and long-term goals. Whether you're just starting out or are well into your golden years, having a plan is critical to spending your time well and enjoying your life. We find financial planning has a lot more to do with how you want to live your life than just tracking money.

2 - Where are You Now?

2 - Where are You Now?

A journey starts with one step. We can help no matter where you stand in relation to your goals.

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3 - Bridge the Gap

Here is where we formulate your plan for success. Our process is simple and designed to save you time. A secret to any plan is a straightforward process that is easy to track and monitor. Like any journey to a destination there are many roads to take. Our role is to help you take the road that avoids the pitfalls and delays that potentially extend the time required to get to your own destination... a Successful Retirement!

4 - Review and Adjust

4 - Review and Adjust

This is the most overlooked component of a successful plan. We make sure to help you stay on course for your goals. Daily distraction comes up in the form of family, work, responsibilities, etc. Having a trusted advisor keeping you on track can make the difference between a successful retirement and someone who tried hard, but didn't keep their commitments to their long-term goals. In addition to the constant communication, we continue to educate through meetings, client events, newsletters, and technology that reports on all facets of your financial life.

Smart Rebalancing

We automatically rebalance your portfolio so you maintain an optimal level of risk.

Tax Loss Harvesting

We check regularly for opportunities to lower your tax bill while still maintaining optimal asset allocation and expected returns.

Education

We regularly host client education and appreciation events as well as providing regular market and tax updates.

Estate Planning

We set up your plan to most efficiently protect and pass your assets to your chosen beneficiaries.

WE ARE FIDUCIARY

We are invested in your success. We have a legal obligation to work in your best interest.

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Getting Started

You can start by determining where you stand. We provide the ability for you to view all your accounts under one confidential login, regardless of where your accounts are held.

Here, you can also enter your goals, expenses, savings rates and all the initial information needed to start a simple to view plan for your future.

After the initial six questions, we can create balance sheets, income plans, asset allocation review, life insurance reviews, social security analysis', budget reviews, long term care review, tax analysis, estate planning, and more!

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