THE TOTAL FINANCIAL CHECKUP
Total Clarity
Do understand how your current spending and investing behaviors will affect your family 5, 10 or 20 years from now?
We provide powerful technology combined with years of experience to create a “GPS” navigation system for you to follow.
What all is involved?
1. Complete retirement analysis
2. Complete tax analysis
3. Total risk assessment/asset allocation analysis
4. Life, auto, health, disability, liability and property insurance analysis
It's About a Relationship
Obtaining facts about a given situation is not enough. Feelings, attitudes and family dynamics all play into strategy. We assemble qualitative as well as quantitative data before providing any recommendations .
Estate Considerations
Financial tax and estate planning considerations are intertwined. Therefore, no strategy is sound without considering how money, taxes and legal issues intersect.
Taxation
Every financial decision has some form of tax consequence. Therefore we integrate tax planning into everything we do and work with your tax professional at every step. If needed, we have a vast network of referral partners that our clients can access.
“People spend more time interviewing the receptionist then they do their most trusted advisors.”
David Disraeli is a podcaster, author, speaker and seasoned 34 year financial professional.