1025 Old Country Road,
Living your ideal lifestyle in retirement doesn’t happen by accident – it takes work. A question we hear a lot is, “What do we need to do to make sure that we can maintain our lifestyle once we stop working?” We believe that is the wrong kind of question to ask. A better question sounds like this: “Who is going to help us make sure that we stay on the right track and avoid the mistakes that can upend our retirement?” There are several ways that we can help you as you navigate the complexities of planning, achieving an abundant retirement.
The cornerstone of our Wealth With Peace™ process is the creation of your own, personal Financial Road Map. It provides the basis for developing a customized plan to help you accomplish your goals for reasons that are important to you. A comprehensive, written financial plan addresses the following areas:
One of the biggest retirement myths out there is that if you’ve been successful in your career or business, you should automatically know how to manage your own money and pilot your own retirement. But how many people do you know that have been able to become experts in more than one field?
The accumulation phase of your life is very different from the distribution phase of your life. Saving and investing while you're working is by no means easy, but managing a portfolio for income while keeping pace with inflation and taxes and minimizing risk is a different ballgame altogether. As experts in retirement planning, we specialize in taking this responsibility off your plate. We captain the ship so that you can enjoy the ride and arrive safely at whatever port of call you want.
Often, we take on clients who have been sold complicated annuity or insurance contracts that might not be a good fit for their goals. We will review your annuities and insurance, explain how they work, and tell you whether they’re right for you.
Our goal is to provide our clients with a “one-stop-shop” for their financial needs. Having access to a wide range of lenders and FDIC deposit programs, as well as a securities-backed line of credit (SBLOC), allows our clients to leverage their assets and meet unexpected expenses or take advantage of opportunities without having to deplete savings.
Understanding your cash-flow is at the center of personal planning. We can help model out income and expenses and stress test your projected cash-flow to see how it holds up in any number of scenarios.
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