Individual Planning

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. 

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.

Additional Ways We Help

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