Our Services
1st Step - Initial Consultation
Together we will learn more about your needs and what you want your retirement to look like. We will discuss your goals, priorities, and any potential gaps and risks. The focus is on you and your retirement needs.
2nd Step - Consultation Review
During our consultation we will further review your needs and make sure the retirement strategies aline with your needs. We will highlight step by step as you prepare for retirement to ensure a seamless transition. Then after our review you will receive your personalized retirement report this way you can make an informed and educated decision that fits your needs the best.
3rd Step - Continued Assistance
As your retirement specialists and financial advocates we can continue to meet with you on a regular basis. Also each year we will conduct an annual review to discuss any life change events that may impact your financial future.
We are with you during your work life and throughout your retirement years!
Importance of Estate & Legacy Planning
Without a plan in place, settling your affairs after you pass could have long-lasting and costly impact on your loved ones.
- Asset Distribution: An estate plan allows you to specify exactly how and to whom your assets will be distributed after your passing. By clearly outlining your wishes, you can help protect your assets and provide peace of mind for both yourself and your loved ones.
- Minimize Probate and Taxes: A good estate plan can help your loved ones avoid lengthy and costly probate processes.
- Healthcare Decisions: You can outline your medical wishes and appoint someone to make healthcare decisions for you if you can't.
- Guardianship for Dependents: If you have kids, you can name a guardian to care for them in case something happens to you.
- Reduce Family Conflicts: Clear instructions can help prevent disagreements among family members about your wishes after you're gone.
Having an Estate Plan provides peace of mind, by knowing that you're in control. Estate Plan is a vital component of your overall financial health. It's important to ensure your financial goals align with your legacy plans.
Our National Partners
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