5331 South Macadam Avenue, Suite 207
1700 South Price Road
Comprehensive financial planning involves coordinating many variables including taxes, social security, pensions, and retirement savings accounts like 401(k)s and IRAs. Our thorough planning process looks at your individual set of variables and provides the road map for your retirement journey.
Below is our retirement planning checklist to ensure that we review all of your benefits and create a financial plan that is tailored to you.
Client Service and Communication – Client service and communication is the most vital component of what we do. In order to establish a timeline for your financial achievements, we communicate often and openly with our clients.
Investment Services – We conduct frequent reviews of your investment portfolio and meet regularly to ensure that your wealth is working hard for you. Our investment solutions are designed specifically to meet your individual needs and goals. Even when we are not with you, we are working for you. We provide ongoing monitoring and make recommendations for changes as needed, because we all know life doesn’t stand still.
Tax Planning Strategies* – A holistic review of your financial scenario provides us insight into opportunities for tax minimization. We offer quarterly reviews to ensure we are incorporating any new tax law changes or changes in your life into your tax plan.
Retirement Planning – An analysis of your present and future income needs drives investment decision making. Continual development and implementation of recommendations will fund your income needs and ensure that you are able to maintain your ideal standard of living now and in the future. We provide a holistic review of your employer sponsored retirement plans and suggest how to maximize the use of them.
Estate Planning* – We analyze your current estate plan and address any concerns you have. You will receive guidance on what next steps are appropriate and necessary in the event that you lose a loved one. Taking a proactive approach to estate planning allows room for the process of grieving and helps remove any unnecessary worry or stress that comes with these events.
Specialty Planning – Part of our specialty planning is providing philanthropic solutions through review of a family’s goals and charitable values. Getting to know our clients and their core values is a large part of how we maximize the effectiveness of our services. We provide executive compensation review and small business operational analysis as well.