Are you a successful business owner and totally frustrated by the amount of taxes you pay every year and wondering what happened to your bottom line? The most critical element to a successful retirement is your ability to have Income for Life. Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals you have set for your retirement.
With today's hectic lifestyles it's tough to find the time, the interest or expertise to navigate through the myriad of financial trials you face a different point in your life. That is where we come in. Our mission: To Impact and Improve the Financial Lives of others by maximizing the potential of our best clients and becoming your go to proactive planning team.
With today's hectic lifestyles it's tough to find the time, the interest or expertise to navigate through the myriad of financial trials you face a different point in your life. That is where we come in. Our mission: To Impact and Improve the Financial Lives of others by maximizing the potential of our best clients and becoming your go to proactive planning team.
Services
We were founded upon the premise that quality, objective, and credentialed financial advice should be available to everyone regardless of financial status, age, investable assets, or station in life. Our mission is to empower clients, especially young(ish) professionals, families and business owners to achieve their most valued life goals through a dynamic and holistic financial planning process.
This week we'll discuss the first risk categories mentioned in last week's general introduction to personal risk. The risk of premature death and longevity risk are distinctly different uncertainties but both can be addressed with insurance products. We transfer (or share) some of these risks with the insurer by purchasing an insurance product specifically designed for the particular issue.
The financial services we provide our clients are always independent, unbiased, and comprehensive. We're a fiduciary without ties to a Bank, Wall St. firm or product-oriented company. Our only incentive is creating and managing financial and investment plans with our clients' best interests at heart - one in which we can take into consideration all aspects of our clients' lives when formulating recommendations.
Established businesses with consistent and growing cash flow - generally pay at least $20,000 in tax per year. Our ideal client is an individual or couple seeking a long-term personal financial planning and wealth management relationship. You are ready to take control over your financial lives and recognize the need to outsource to qualified professionals so you can focus on what you most enjoy and do best.
Our underlying retirement planning philosophy is Losses Hurt you More than Gains Help you. It's not enough to simply leave your money in the stock market and hope that the next 50% draw-down doesn't hit right when you are planning to retire. The most critical element to a successful retirement is your ability to have sustainable, income for life.
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