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Retirement Planning

We create and maintain highly customizable plans specific to your situation. Common plan steps include:

  • How much money should save
  • What type of account should you save money in (IRA, Roth, 401(k), trust, etc…)
  • Tax projections, Roth conversion strategies, long-term care projections & life insurance analysis
  • Which investments/accounts to take income from
  • Stress tests to measure potential risks of inflation, market crashes, interest rate changes, etc…

Investment Management

We create investment policy statements specifically designed to fit your financial plan. We also evaluate current investments and look for potential red flags. Common advice includes:

  • Current risk level & needed risk level
  • Asset allocation
  • Trend analysis
  • Technical hedging strategies
  • Fee structure & level
  • Income generation

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