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Schedule a Complimentary Strategy Session

 

SESSION I: STRATEGY SESSION

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific goals are and what you want your investment capital to do for you.

SESSION II: TAX & PORTFOLIO ANALYSIS

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique goals of each client. We then develop a comprehensive proposal that outlines the strategy recommended for pursuing long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

SESSION III: RISK ANALYSIS

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

SESSION IV: ESTATE PLANNING/ WEALTH PRESERVATION

Without proper estate planning documents in place, an estate could be subjected to unnecessary taxes and expenses. During this phase we will work with your estate planning attorney to ensure your plan continues to align with your circumstances. We will review the details and suggest strategies that seek to preserve your wealth.

SESSION V: SOCIAL SECURITY ANALYSIS

Determining when to claim your Social Security benefits will be one of the most important decisions you make in your lifetime. Making the correct decision can mean tens of thousands of extra retirement dollars. This decision is too important to leave to guess work, you need to make sure you have a Social Security analysis. During this phase we will analyze your social security benefits and discuss a thorough plan to preposition your assets to avoid Social Security taxation.

BEYOND THE SESSIONS:

We will monitor your accounts on a regular basis to ensure they are still performing in a way that meets your goals. If your goals are not being met, we will set up a meeting to discuss modifying your existing strategy and the process will start over again.