(1) In DISCOVERY we’ll help clarify your life goals, and arrange them by time frame and priority. We’ll explore how specific goals fit into the greater picture of your life and we’ll challenge your previous investment assumptions if they only focused on your immediate financial concerns.
(2) Then we’ll ASSESS the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done. You’ll have complete clarity regarding your risks as well as your opportunities.
(3) Together, we’ll EVALUATE options and select from numerous goal-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.
(4) We will work within a disciplined environment to IMPLEMENT a program whose elements remain consistent with your life’s goals. We’ll make your vision come to life.(
(5) By MONITORING & ADJUSTING your program, we’ll help you anticipate and deal with life’s inevitable changes. We’re prepared to help with the unexpected, and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.
IRA, 401(k), 403(b), 457 reviews
Social Security and Medicare review
529 College Savings Plans
Coverdale Educational Savings Plans
Life Insurance, Term, Whole Life, VUL, UL
Life Insurance with LTC riders
Traditional LTC Insurance
Long Term Disability Insurance
Fee Based Estate Planning
Estate Preservation and Transfer
Qualified and Non-qualified Retirement Planning
Key man Insurance