We will design, implement and manage a formal investment strategy. While each investment account will have its own methodology and future purpose, we make sure each follows a risk-managed approach. As a Fiduciary, Derek will design portfolios based on your individual goals. We will evaluate, design, implement and manage a formal insurance strategy as part of your overall financial plan.
Insurance products can be used for supplemental Income, Long Term Care costs or survivor-ship concerns. Insurance should compliment the overall plan and goals. The first step is to understand your goals, time horizon, resources and risk tolerance. This is how we begin to develop a long-term financial plan tailored to your specific needs.
Insurance products can be used for supplemental Income, Long Term Care costs or survivor-ship concerns. Insurance should compliment the overall plan and goals. The first step is to understand your goals, time horizon, resources and risk tolerance. This is how we begin to develop a long-term financial plan tailored to your specific needs.
Services
The practice works one-on-one with clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model and the ability to make complex ideas easy to understand.
In goal based planning, insurance products can add significant value to a client's portfolio or plan by transferring undesired risk to an insurance company. Broadly, insurance products either furnish risk protection by providing a benefit when events occur or generate income. In addition, insurance products have some unique tax advantages that may be beneficial for estate planning, survivor-ship planning and legacy planning.
Just like every tree requires the right soil mix, sun duration & seasonal temperature to prosper, so does every retirement plan. The only underlying universal principle between all plans is that everyone wants to know that their plan is "rooted" strongly when bad weather comes. Come see how we create a unique tailored plan to ensure you are in your right environment to "prosper".
If you would like to discuss any topics you read below, simply reach out to our office to schedule a no obligation 1-hour appointment. Please enjoy our Newsletter covering "Traveling on a Budget" and the tough subject of "Transitioning to Assisted Living". Many subjects that are discussed in all financial planning conversations are not always pleasant but finding a place to discuss them is the most important part.
Throughout the course of a calendar year, Derek will be conducting specialized classes on many subjects. These classes will usually be around an hour in length and they are designed to cover a particular subject that almost everyone faces during their own retirement planning process. Our goal for these workshops is to ensure each attendee finds value in the time spent.
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