Broker Check

Our Process

WHAT TO EXPECT


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 amoung 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.

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