Design and Implement Comprehensive Financial Solutions that, foremost, promote “Safety First, Growth Second” and achieve the highest, “Most Tax Favored”, Income Stream that “Cannot Be Outlived.”
Historically investors have purchased a financial product and then found out how the decision affected their tax and investment planning later. The correct course of action, naturally, would be to discover your needs and build a proper plan first. Learn the right questions to ask before you buy any financial product or plan for your future.
Each financial product has a place and a specific purpose where it may fit properly into someone’s retirement planning. But without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs and estate and charitable desires, no one can or should, have an opinion on whether a specific product is right for you.
It is the discovery of your true desires and needs that is the first step you should take, not the choice of investment products that historically many people have made as their first step or concern.
Our simple, easy to understand, 3 Step Review can help you get a handle on your true needs and desires and determine whether your current strategies are consistent with your goals.
Most financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and cut future tax bills. and help you avoid financial problems in your retirement years and your estate plan.