Financial Planners and Advisors helping professionals retire with confidence
We utilize our process, CORE360, to help our clients answer difficult questions pertaining to their wealth. Ultimately, we believe that if we can truly understand what is most important to our clients – what is at their core – we can help them financially.
The Planning process components
CORE360 | |
Investment Planning | Retirement Planning |
Tax Strategies | Budget and Cash Flow Analysis |
Trust and Estate Planning | Education Planning |
Risk Management and Insurance | Business Succession |
Charitable Giving | Executive Compensation |
ARE YOU READY FOR RETIREMENT?
Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.
When you work with us, we will:
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the amount of risk needed for you to achieve your goals and remain confident in our services.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.
Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
Our retirement planning services involve:
Reviewing
Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.
Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture.
Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.
How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?
Do you want to find out how you can reduce your tax burden?
You might be able to save on taxes by:
- Restructuring your investment portfolio to produce a higher after-tax return
- Shifting income to dependents in a lower tax bracket
- Claiming appropriate home office deductions
- Maximizing qualified plan and IRA contributions
- Identifying all the deductions that apply to your small business
If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals.
