Individuals & Families

We help you define what you want your money to accomplish for you and then we handle
the rest.

You outsource your financial concerns to us, and we help make sure you’re making the right financial decisions along the way.

  • Provide investment education

  • Determine your risk preference

  • Establish investment strategy for different time horizons

  • Construct portfolio design and analysis

  • Adjust asset allocation

  • Monitor market conditions and investment performance

Investments

You don’t want to leave loved ones with a mess.

  • Review your existing documents

  • Optimize the titling of your assets

  • Assess beneficiary designations

  • Discuss charitable and family gifting strategies

  • Refer to estate planning experts when appropriate

Estate Planning

  • Help protect against unexpected life events that can impair your path to financial freedom

  • Review your need for life insurance

  • Help protect your income from disability

  • Evaluate your property and casualty coverage

  • Assess your personal and professional liability

Insurance

Managing your cash flow is the primary driver to achieve financial freedom.

  • Establish current income streams

  • Review current spending

  • Analyze existing debt

  • Review cash reserves and liquidity

  • Optimize banking structure

  • Automate cash flow

  • Assess credit score and opportunities to improve credit

  • Review credit card rewards strategy

Cash Flow

As the end of a regular paycheck approaches, you’re feeling increasingly careful with your money. You want to prepare as best you can. You want to find ways to better replace your paycheck through an income strategy and learn how to stretch your dollars and investments into retirement.

What keeps The Future Retiree up at night?

  • How will I replace my income in retirement?

  • I’ve got accounts all over the place – should I consolidate?

  • Am I taking too much risk with my investments or should I take more?

  • How much can I spend in my retirement and over what period?

  • How can I be sure I can really afford to retire?

  • What will healthcare cost?

  • How do I choose the best time to take social security?

We Can Create a Financial Planning Process to Assist in Protecting and Growing
Your Money.

Retirement Planning

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