Who We Serve
We specialize in people who see retirement on the horizon. Typically, 5 to 10 years prior allows us time to put the framework in place. We tailor our service and expertise to the unique needs of your retirement blueprint.
If this is you, it's time to schedule a meeting to learn our process and meet our crew.
Our Process From Chaos to Clarity
Getting to know you as you get to know us
We want to understand your financial mindset, as you begin to understand our financial philosophy. In essence, this is our interview process. The key to any successful business relationship is to have clear expectations from the beginning. We believe in building a substantial relationship with you by getting a sense of your goals, dreams, and aspirations. Often our clients ask us these questions:
- Can I afford to retire?
- Am I overpaying on my taxes?
- Can my investment portfolio be improved?
If these are some of the questions that you would also like answers to, read on.........
What's in Your Toolbox?
Everyone has multiple tools at their disposal, but may not know how to maximize their potential. By gathering information which includes financial statements, past and current retirement plans, life insurance policies and social security statements. We will utilize anything that may impact your retirement floorplan.
Luke 14:28 "Suppose one of you wants to build a tower. Won't you first sit down and estimate the cost to see if you have enough money to complete it? "
Our Financial Planning Process
There is no such thing as too much information! To move you from chaos to clarity, we will give you a checklist of needed financial statements in order for us to start creating your blueprint.
Drawing your Financial Blueprint
We carefully analyze your current accounts using a variety of methods. This step-by-step approach will determine if your positions fit your goals as well as your personality, comfort level, and resources.
Here is where we answer your questions:
- Can I retire to the lifestyle I want?
- Is there a way to pay less in tax?
- Will my investment portfolio last as long as I do?
Present your Financial Blueprint
You are a unique child of God. Your personalized blueprint is comprehensive and unique to you based on your priorities and goals. Your plan is not written in stone, but subject to your review and approval. We will answer any additional questions you may have at this meeting, such as:
- Do these recommendations make sense to me?
Constructing your Financial House
This is the fun part! We've gathered all the building materials, now it's time to do construction. This is were we will work with your accountant, attorney and family members if desired. We will help you take the steps needed to build a strong financial foundation.
Your relationship with us does not end once a plan is implemented. Life changes. Taxes change. Laws change. Remodeling needs to occur. This step is the most important in the process. Knowing where you stand cannot be over-emphasized.
Ecclesiastes 7:11-12 Wisdom, like an inheritance, is a good thing and benefits those who see the sun. Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: Wisdom preserves those who have it.
What We Offer
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.