Discuss Approach: We will talk about our methodology of wealth counseling. We will discuss how and why we do what we do and answer any questions.
6-Key Ingredients: We will talk about the 6-key ingredients to be certain you will not outlive your income.
Overview of Current Portfolio: We will provide an in-depth analysis on your current portfolio and outcomes if nothing changes.
Tax Plan: We will review your current tax situation and make suggestions to optimize the least amount of tax outflow.
Income Plan: We will design an income plan that maximizes your resources and provides predicatable income you can count on in retirement.
Growth Plan: We will design a growth component in your portfolio that maximizes opportunity to hedge inflation and get maximum possible growth for your risk tolerance.
New Plan Overview: We will review the plan in its entirety explaining in detail what each component's pupose is and the best way to maximize your resources and minimize volatility and risk.