Design Platform
Our Design Platform is tailored to clients looking for a comprehensive, detailed plan.
You value multiple meetings per year to discuss in-depth scenarios such as tax planning, pension analysis, social security strategies, and estate planning. We take a proactive approach to develop your customized plan. Our annual meetings also ensures that your plan stays up to date and that you are on track for your short and long-term goals.
This plan isn't just created for you, it will be created with you, thoughtfully designed with our team in our offices before being delivered to you personally.
Financially Independent
Being confident about how long your money will last while including inflation and increased healthcare costs.
Investment Planning
Having a diversified portfolio that is custom to your goals, risk tolerance, and time horizon.
Estate Planning
Efficiently passing your assets to your beneficiaries, avoiding probate, and having all Estate documents in place.
Strategic Tax Planning
Reducing taxes now and in the future by utilizing tax-loss harvesting, conversions, and tax-efficient investments.
Income Distribution
Knowing which accounts to withdraw from first to make your money last your lifetime.
Social Security & pension
Strategically claiming Social Security and analyzing pension options to maximize your benefits.
Legacy Planning
Creating a strategy to maximize your enjoyment of retirement, while still leaving something behind for your loved ones.
Long-Term Care
Being prepared for the increasing costs of long-term care.