Who You Are

Who You Are

A comprehensive, objective, holistic financial plan creates peace-of-mind. When you have  peace-of-mind, it enhances your life beyond the numbers.

A comprehensive, objective, holistic financial plan creates less stress in your life, happiness, changes your physical health, changes your relationships, and it can change your spiritual life.

A comprehensive, objective, holistic financial plan must answer 3 important questions.

This is who you are and the answers you want to know.

Pre-Retiree Seeking Insight

What's the most I can spenMoney-&-Finances_crop.jpgd while I am living?

We are living longer. In fact, a 65-year-old couple has a 50% chance that one spouse will live past the age of 92. Even more astounding is the 25% chance one spouse will reach the age of 97!

Pre-retirees who understand the likelihood of a long life realize the need for a well-designed roadmap before they hit the retirement road. They want a clear, unbiased plan to the most important question of their lives.

This question can seem difficult – even ominous – in the face of so much uncertainty and stock market volatility. Creating a high probability for long-term success using low risk and low volatility creates insight for a successful retirement.

Retiree Seeing ClarityFamily-&-Friends_crop.jpg

How much money can I afford to lose in a year?

Brokers are trained to teach you to focus on the wrong thing in retirement. Focusing solely on  return instead of the amount of money you can afford to lose in one year creates heartache and unnecessary stress.

The average age of becoming a widow is 58-years-old! Imagine not being able to access your spouse's IRA when you need it the most because your broker didn't mention the needed documents that are imperative in time of need.

Income management, volatility elimination, and the ability to access your money when you need it are some of the most important issues of your financial life. Attention to these details dismisses the "hope and prayer" retirement creating clarity and self-actualization.

Family Seeking Legacy


What's the most I can leave to my heirs, charities, or both?

Leaving a legacy is not for everyone. However, for the ones who have a desire to leave something behind to their loved ones, charities or both; there's a right way and a wrong way to get it done.

Having your ducks are in a row while knowing the amount your can leave to your heirs while you are living the life you desire, is the icing on the cake.

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