Comprehensive Financial Planning
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:
- Cash Reserves
- Accumulation Goals
- College Funding
- Financial Independence/Retirement Planning
- Wealth Management
- Risk Management/Insurance Planning
- Debt Management
- Taxes
- Estate Planning
Investment Management
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.