LEVEL TWO: CREATE
A thorough understanding of your current nancial picture and future objectives allows us
to create targeted strategies for pursuing your goals, dreams and ambitions. We will partner
with you on a journey to help you discover and work towards what is truly meaningful.
We can help to simplify the complexities of retirement
planning. By reviewing your current nancial situation,
we will determine what you may need to achieve your
needs before and during retirement. We will help you
make the most of your employer-sponsored retirement
plan and develop a distribution plan that will provide the
retirement lifestyle you desire.
Our experience in tax codes can help ensure your assets
are managed in an ecient and appropriate manner. We
can propose tax-reduction strategies to help minimize
your current and future tax burden. We are able to work
directly with your current tax professional or provide you
with a reference.
Our Insurance Audit program is designed to ensure that
our clients have the most appropriate solutions at a
competitive cost. As with all of our services, the result of
the audit will be an independent, objective evaluation of
your goals and current situation.
We can help to project what it may take to fund your
children’s or grand children’s desired education. By
understanding your education funding objectives, we
will be able to propose investments and accumulation
strategies to help ensure you ‘re prepared.
We will review and discuss your asset allocation needs,
investment objectives and risk tolerance to determine
which strategies would be suitable for you. Based on
this information, we will recommend the appropriate
combination of investment vehicles and create a custom
plan with the objective of helping you pursue and exceed
We will review your wills and trusts with the goal of
preserving your estate for your intended heirs. We can
help with beneciary designations and minimize your
exposure to estate taxes and probate costs. We are
happy to coordinate with your current tax and legal
advisors to come up with a cohesive plan for your legacy.