FINANCIAL PLANNING
WORKING TOGETHER TO BUILD A TRUSTED RELATIONSHIP
Our approach to financial planning has been designed with you in mind. From our initial meeting together, we work diligently to learn as much as we can about you—personally as well as financially—as we guide you through our planning process.*
DISCOVERY
By completing a confidential personal profile, you enable us to gain a better understanding of what you are looking for.
ANALYSIS
We provide a detailed analysis of your finances, and then determine how to establish suitable long-term financial goals.
PLAN DEVELOPMENT
We develop a selection of appropriate strategies and offer recommendations as to which are most aligned with your needs.
IMPLEMENTATION
After attentive consideration, we identify the best strategy to implement and put your personalized plan into action.
MONITORING
We maintain consistent communication with you as we carefully observe your portfolio along with changing market conditions and make any necessary adjustments.
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- Save Now or Save Later
If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.
- How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
- Planning Options
There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.
- Social Security Income
The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
- Managing Retirement Plans
Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.
- Retirement Plan Distributions
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
- Annuity Living Benefits
Living benefits can help protect variable annuity owners from running out of money in retirement.
- Client Relationship Summary
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