We use proven 4-step process to learn about you and your goals.
The first step in financial planning is to begin building a strong financial home. This includes a budget, plan for debt repayment, saving for emergencies and protecting what you have with insurance coverage.
This is an entry level of planning. We will do a simple analysis of your pension, Social Security and assets. This will give you an idea if all of your basic expenses are covered with guaranteed income.
This is a comprehensive analysis of your total retirement picture. We make sure that you are covered no matter what type of retirement you may have.
In this expert level of retirement planning, we combine the first two levels of service and mix in our unique expertise. We positions assets in order for you to pay little to no income tax through out retirement.