We guide you through every phase of the investment planning process to help you run your marathon and achieve your goals:
Discuss your goals and dreams.
During our initial conversation we will begin the planning process and discuss:
Life goals and dreams
Priorities
Concern
Current situation
Calibrate and manage investment expectations.
Calibrates our approach to investing during different market environments with your investment expectations. We will discuss:
The markets and you
Investment discipline
Activity and inactivity
Formalize your plan.
We formalize your plan and set a disciplined strategic asset allocation, identify specific investments and balance your overall plan with your employee benefits. Here we will discuss:
Will, power of attorney and health care power of attorney
Prepare for your retirement marathon.
As you approach retirement we will discuss your retirement encore, review your healthcare strategy as well as plan for your legacy. Here we will discuss:
